This firm presents an incredible opportunity for an established accounting firm to expand or for a tax professional looking for a niche market to enter. It has a solid reputation, a dedicated client base, and excellent growth potential with marketing reactivation. I would prefer to sell outright so I can truly step away for a bit, but my main priority is ensuring a smooth transition for all parties, especially the clients. I’m willing to stay involved as long as needed or help with the transition process in whatever way is necessary. While I’m in no rush, ideally we would have something in place by October 2025, as we typically receive $75-100k in revenue from clients pre-paying tax preparation fees for the upcoming tax season in December. This firm presents an incredible opportunity for an established accounting firm to expand or for a tax professional looking for a niche market to enter. It has a solid reputation, a dedicated client base, and excellent growth potential with marketing reactivation. I started this firm to combine my passion for tax planning with a flexible, family-oriented lifestyle, and I’m now looking to sell so I can spend more time with my four young children while they’re still young. If interested, or if you would like to learn more about this opportunity, feel free to reach out!
#5189 - Virtual - WASHINGTON
ref | state | location | annual gross $ | status | private sale / broker |
---|---|---|---|---|---|
5189 | WA | Virtual | $500,000 | new | Private Seller |