Well established, full-Service accounting firm located in the East Metro. In 2021, the 680K revenue breakdown was 199K monthly accounting & payroll services, 12K assurance work, 33K of consulting income, totaling 244K for non-tax preparation work. Tax Preparation consisted of 436K: 94K from 113 business & 28 fiduciary tax returns and 343K from 620 individual tax returns. The firm uses Thomson Reuters suite of products including Ultra Tax. Both Sellers are flexible and will work as needed to ensure a smooth transition. The ideal buyer has their CPA with 5 or more years of experience working in a management or ownership role, a Wealth Manager or another CPA firm looking to increase their customer base and add a location. The firm has excellent year-round staff with flexible hours and seasonal workers.
Sunbelt Listing ID: 52086