|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4319||WA||Washington DC||$422,000||available||Poe Group Advisors|
This is a quality book of business for sale. These clients are mostly tax clients with some bookkeeping and accounting services. These clients come from various backgrounds including consulting and government contracting. Clients are highly educated and appreciate the quality work and great service they receive from the current staff. Loyal accounting clients makeup 41% of the revenue and another 55% of the revenue comes from uncomplicated individual and business tax returns. Seller is motivated to transfer these relationships.
The majority of clients are accustomed to using the secure portal to upload documents making this a paperless office.
This firm currently turns away approx. 125 calls for tax services per year. The current owner is willing to refer these new tax clients to the right buyer. The owner and staff are also willing to be available after closing to answer any questions the buyer might have about these clients.
- Very healthy fees in place; average individual tax return $760
- High income and loyal client base
- Paperless office
The buyer should be a personable CPA with a solid tax background willing to relate to the clients. These clients don’t look at the current staff as just tax preparers, but trusted advisors. This would be a great book of clients to help grow an existing firm or to get started on your own in practice.
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