#5581 - Southern California - VIRTUAL

-Cash flow to owner is 67% of revenue -Owner works approximately 550 hours annually -Tenured, fully remote team handles day-to-day operations -Flat-fee billing through a paperless, automated client portal -Well-documented systems make this a scalable turnkey practice. ABOUT THIS PRACTICE: This virtual practice serves small business owners and real estate investors across a wide range of industries. Services include business, individual, and estate and trust returns, along with bookkeeping. The firm has grown primarily through professional referrals. Revenue reached $560,770 in 2025 and is projected to reach $605,000 in 2026. The firm invoices and receives payments through the portal before filing returns. Well-documented systems make this a scalable turnkey practice. The owner focuses on sales and oversight while the team runs day-to-day production. IDEAL BUYER: The ideal buyer is a tax professional comfortable leading a remote, offshore-supported team. The practice suits a buyer who wants to grow through marketing and advisory work, or one who prefers a systematized practice with limited owner hours. Real estate tax experience would be an advantage with the existing investor client base.