Berks County, PA Tax and Accounting Practice For Sale $565,000 Revenue

Gross Revenue: $565,000

Location: NorthEast, Pennsylvania

Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services

Listing ID: PA-2148

Listing Status: New

Description

Practice Overview
• The firm has had steady growth, with expected revenue for sale of $565,000 in 2026.
• ~40% of revenue is accounting and payroll (not tax)
• This 20-year-old firm has earned an excellent reputation as evidenced by outstanding Google and Facebook reviews.
• Staff in place with non-solicit/non-compete agreements
• TaxDome practice management software
• The Seller is flexible regarding assisting the new Owner to help make sure clients are well cared for
• Well located office real estate may also be available for purchase
• This is an excellent opportunity for a new owner looking to establish a practice or for an existing firm seeking strategic expansion, supported by an experienced team and established systems.

Business ID: PA-2148

Summary

Reason For Sale:

The Seller is retiring, but is open to working for the buyer for a transition period.

Training & Support:

The Seller will sign a non-solicitation/non-compete agreement. Staff has non-compete/non-solicitation agreements in place. The Seller will gladly work with the Buyer to transition the clients.

For more information on this listing, please complete our Non-Disclosure Agreement
CONTACT PERSON

Russ Wilkie, CPA

Russ Wilkie, CPA