#5307 - Palm Beach County, Florida - VIRTUAL

Established 56-year income tax preparation practice serving approximately 250 loyal, long-term clients. Originally founded in Brooklyn, NY, this practice built a strong reputation for personal attention and accuracy. Since relocating to Palm Beach County, Florida in 2017, the firm has successfully retained over 85% of its clients, most of whom continue to mail in their information or meet virtually by video or phone. The practice is being sold following the recent passing of its owner. We are seeking a quality, client-focused buyer who values long-term relationships and can continue to provide the same high level of care and professionalism that clients have come to trust. Many clients have already expressed their intent to remain with the practice’s new owner. This opportunity is ideal for an experienced tax preparer, CPA, or firm looking to expand with a stable, loyal client base and recurring annual revenue.