3292VTUpper Valley$636,600expiredPoe Group Advisors

This is a high-quality CPA firm with a good mix of small business and individual tax preparation clients. Clients are high net worth and they are happy to pay for quality work and good service. Fees are very good. New business comes from a great reputation and referrals. Seller is involved in supporting the local community and new business comes through referrals and their excellent reputation. The firm enjoys a reputation for being innovative, responsive, and for providing great service. This is an incredible community. One of the prettiest towns in America with access to outdoor activities, universities and culture.

Ideal Buyer
The ideal buyer will have good experience in tax, small business accounting, bookkeeping and payroll. Buyer will need to have good QuickBooks experience and technology skills. They should be a great communicator and problem solver, as well as being committed to providing great client service. Experience managing a small staff will be helpful. This is an incredible opportunity to live and work in a beautiful community that offers a great lifestyle.