#5521 - North Houston Metro - TEXAS

THE OPPORTUNITY An exceptional opportunity to acquire a tech-forward tax and accounting practice in the fast-growing North Houston metro area. Two CPA owners are seeking a partial sale to shift focus toward other non-CPA firm business ventures, creating a seamless turn-key opening for an ambitious CPA or EA. Ideal for an individual buyer looking to step into an established, modern firm or an existing practice seeking an immediate, tech-ready expansion in the Greater Houston market. KEY HIGHLIGHTS • Modern & Cloud-Based: Operates on a streamlined, tech-enabled, high-efficiency model with nearly 100% accounting client portal adoption and nearly 90% tax client portal adoption. • Strong Business Client Base: Deep, loyal roster of high-value corporate and small business clients. • Established Footprint: The practice can easily remain in its current north Houston area location with all employees living within five miles of the office. • Turnkey Transition: Sellers are committed to providing hands-on transition assistance to ensure maximum client retention and operational continuity. REVENUE BREAKDOWN • 23% Accounting, Bookkeeping & Payroll Services • 33% Individual Income Tax Preparation • 32% Business Income Tax Preparation • 6% Specialized Tax Returns (Trusts, Nonprofits, Gift) • 3% Tax Planning • 2% Compilations • 1% Non-Tax Consulting Asking: $975k