4457WACowlitz County$499,136newPrivate Practice Transitions

Since the 1970s, this Washington firm has been providing tax and bookkeeping services to both business and individual clients. The current Owners acquired the Practice in 1991. Today, the Practice’s service by revenue breakdown is 43% Individual and Trust Tax Preparation, 23% Business Tax Preparation, 20% Trail Balance Preparation, 6% Payroll and Excise Tax, 5% Consulting, and Other, and 3% Financial Statement Preparation. Including the Owners, the Practice has five (5) staff members serving its ~328 active clients. In 2022, the Practice brought in $526,005 in gross receipts which was a 17.7% YoY increase. Continued growth in 2023 with gross receipts up 11.1% YoY through April! The Practice’s success can largely be attributed to its established name and loyal clients who have grown to trust its services. The Owners would like to continue working part-time/seasonally for agreed-upon compensation through April 2024 to help ensure client retention under new ownership. For more information on this listing, contact us using the message form below. Please quote "1222 Successful Cowlitz County Tax and Accounting Practice" in the subject line.

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