WASHINGTON

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4153WAMethow Valley$700,000availablePrivate Practice Transitions

Over the past 40 years, this Washington tax and accounting firm has offered tax and bookkeeping services to both business and individual clients in Winthrop and surrounding areas. As of January 2024, the Practice has approximately ~660 active clients and has seen great client retention as is evidenced by the increase in client counts year-over-year. The Practice’s service by revenue breakdown is 86% Tax Preparation and Consulting, and 14% Bookkeeping. The Practice's 2023 YE gross revenues were approximately $700,000. Including the Owner, the Practice has six (6) loyal staff members. The Owner is willing to stay on part-time for up to two (2) years if desired.

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