Step into a legacy of excellence with this well-established, family-owned CPA firm that has proudly served its community for over 39 years. Known for
its personalized service, deep client relationships, and consistent profitability, this turnkey opportunity is ideal for a growth-minded CPA or firm looking
to expand.
Firm Highlights:
• Longevity & Reputation: Trusted name with decades of service and strong word-of-mouth referrals.
• Diverse Client Base: Mix of individuals, small businesses, and nonprofits across multiple industries.
• Stable Revenue: Recurring income from tax preparation, bookkeeping, payroll, and advisory services.
• Experienced Staff: Loyal, knowledgeable team with long tenure and strong client rapport. Staff is available to remain with new owner.
• Prime Location: Centrally located office with easy access and room for growth.
• Technology-Enabled: Modern accounting software and secure remote capabilities.
Ideal Buyer: Perfect for a CPA seeking independence or a regional firm expanding its footprint.
The REAL ESTATE is available for purchase for an additional $800,000. SBA Lender Pre-Qualified – Terms are Approximate.