Gross Revenue: $400,000
Location: NorthEast, Massachusetts
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: MA-2116
Listing Status: New
*** THIS LISTING IS CURRENTLY ON HOLD UNTIL AFTER THE 2026 TAX SEASON ***
Overview - ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season
The Firm - This practice serves a balanced portfolio of both business and individual tax clients and operates at a strong level of profitability, with net margins exceeding 70%. The owner is supported by two part-time preparers during tax season, providing additional capacity. The firm is in the process of transitioning to a paperless environment. While not currently operating as a virtual practice, more than 50% of clients already submit their information electronically, creating a clear opportunity to convert the firm into a fully virtual model with proper planning and transition. Given the nature of the client work, which requires CPA attestation, the purchaser of this practice must be a licensed CPA.
Reason For Sale: Seller wishes to change their career path.
Training & Support: Seller is willing to provide transitional assistance to the buyer to assist client retention through the first tax season. Staff are not aware of the sale but would likely transition to the new owner.