Professional CPA Practice || Pittsburgh, Pennsylvania
Gross Revenue: $1,470,000 || Strong Cash Flow: $515,000
Asking Price: $2,060,000
Revenue Breakdown (December 2024 – November 2025):
• Individual & Trust Returns: 489 returns at $860 average fee = $420,800
• Business Returns: 266 returns at $2,310 average fee = $614,400
• Accounting & Bookkeeping: Monthly/quarterly retainers and projects = $216,600
• Tax Planning Services: $67,100
• Additional Tax Services: Notices, etc. = $54,600
Team - 8-Member Team (Scalable Structure):
• 3 CPAs (1 part-time)
• 1 Enrolled Agent
• 1 Staff Accountant (part-time)
• 3 Administrative Staff
Three of these team members work remotely, in a fully paperless environment - which demonstrates operational flexibility and geographic reach.
Technology & Systems
Fully modernized and paperless:
• Tax & Compliance: CCH ProSystem fx, CCH Fixed Assets
• Accounting: QuickBooks Desktop & Online
• Financial Analysis: TValue software
• Canopy Practice Management Software
Key Strengths
✓ Diversified revenue across individual, business, and accounting services
✓ Strong average fees - $860 individual returns, $2,310 business returns
✓ Recurring revenue base with monthly/quarterly accounting clients
✓ Credentialed team with multiple CPAs and an EA provides technical depth
✓ Modern infrastructure - paperless, remote-capable, cloud-based systems
✓ Established reputation - 20+ years serving the community
✓ Stable location with long-term lease (expires 2031) already secured
Please note that NDAs will not be distributed to everyone who enquires about this listing - only to buyers who provide the following information with their inquiry.
(i) whether or not you own an existing CPA /EA practice,
(ii) website & location of your current business
(iii) your business background,
(iv) how you would finance the acquisition and
(v) the reason for your interest in this particular practice.
Thank you!
#5329 - Pittsburgh - PENNSYLVANIA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5329 | PA | Pittsburgh | $1,470,000 | new | Phase Two Consultants LLC |
