Market
CPA
Member Level
Premier
Last Activity
6 months or more
Profile Age
290 days old
General
Location
Quincy, MA, US
Profile Type
Seller | Merge | Join A Practice
Gross Revenue
$750,000.00
Credentials
CPA, EA
Services
Tax, Small Business Bookkeeping
Percent Individual
N/A
Percent Corporate
N/A
% Retainer/Recurring Rev
N/A
% Rev From Tax Return
N/A
Operating Expenses
EBITDA
# of Accounts
1,700
Avg Client Age
60
Overview

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.

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