DISTRICT OF COLUMBIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3713DCVirtual/Remote/Northern VA$700,000availablePrivate Sale

Retirement-minded owner. This is a well-established niche tax consulting practice with an exceptional reputation within the niche and the CPA firms we serve. We have a small physical footprint and serve clients remotely and virtually throughout the 50 states. Our significant growth has been entirely organic with a steady law firm and CPA firm referrals earned through quality work and excellent service. Growth is a function of manhours. Currently, we are the founding owner and one FTE. No overtime and strong focus on life-work balance and client engagement and satisfaction.


National competition is only a handful of other niche players. National accounting firms are our clients with few capable of providing the same effectiveness to their clients for this service. Our best-in-class US clients include Fortune 50, Global 1000, middle market, and growth-oriented companies.


Annual revenue is $700,000. The practice is 30% tax project consulting that leads into annual tax returns assistance. Annuity tax return assistance is about 60%. The remaining 10% is one-time consulting work. No tax compliance. Each additional FTE should bring $300-$400k to the top line. Staff to stay on to train buyer. Owner to stay on during a reasonable transition to help realize growth potential and transference of reputational presence in the niche to the buyer. Open to hiring and training an entrepreneurial-minded CPA with a multi-year ownership transition.

Principals or their representatives only.  For further detail please contact us using the message form below.

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