#5124 - Charlotte, NC - VIRTUAL

As our firm has grown into a premium, retainer-based model focused on full-service CFO, accounting, and tax advisory, we’re selling a segment of our client base that no longer aligns with our strategic direction. The clients included in this sale are primarily business clients, accustomed to fully remote, cloud-based service and communication via email and our practice management system, Canopy. This package is ideal for a solo practitioner or firm seeking to acquire high-quality business and personal relationships with a mix of recurring services and project-based revenue. Client package includes: - Business tax preparation (48 clients) - Individual/trust tax preparation (15 clients) - Bookkeeping (8 clients) - Tax planning engagements - Hourly advisory work Revenue Breakdown by Service: - Tax Preparation (all return types) – $128,690 total revenue - Bookkeeping (8 clients) – $29,774 total revenue - Tax Planning – $20,835 total revenue - Hourly Advisory Work – $560 Tax Return Type Breakdown (included in Tax Preparation total): - 1040: 12 clients – $10,555 total revenue ($880 avg/client) - Schedule C: 9 clients – $11,085 total revenue ($1,232 avg/client) - S Corps: 37 clients – $141,755 total revenue ($3,831 avg/client) - C Corps: 2 clients – $13,900 total revenue ($6,950 avg/client) - 1041 (Trusts): 3 clients – $2,565 total revenue ($855 avg/client) Asking price is $225,000. We also receive regular inbound inquiries from businesses below our minimum engagement threshold and are happy to refer those leads to the acquiring firm. Please note: we are not entertaining offers from enrolled agents or other non-CPA buyers.