Large, established tax practice serving individuals, families and small business owners. Staff and operations in place, currently operating alongside a wealth management & financial planning practice under the same owner. Owner wishes to sell or merge tax practice operations in order to focus 100% on wealth mgt/financial planning business. Currently no internal successor candidates (current staff/preparers mostly part-time employees; full time employees not ready to take over). Great opportunity for larger practice looking to grow client base and expand scope of services as seller will continue growing wealth mgt/financial planning business, and would like to continue to do so alongside tax practice, reciprocating referrals and collaborating to provide comprehensive planning services.

Last Activity
within 2 months
Listing Age
1,096 days old

Business Data

Blurred Charts

Specializations and Concentrations


Technology Solutions

Blurred Blurred

CRM System

Blurred Blurred Blurred