$88,000 Virtual Tax Clients

Gross Revenue: $88,000

Location: SouthEast, Florida

Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services

Listing ID: FL-2051

Listing Status: New

Description

Overview - ABA Advisors represents this CPA owned book of tax clients. The practice has been run virtually since 2021 and the seller believes the buyer can effectively service the clients from anywhere in the United States.

The Practice - The majority of the clients are in the northeast with others spread out over several other states including Florida. There are 138 1040 clients with an average fee of $537. There are 5 corporate tax clients with an average fee of $2,835. There is no office space to assume or staff that will transition with the clients. The firm is 100% paperless. The buyer must be a CPA. Business ID: FL-2051

NEXT STEP - If you would like to receive more detailed information on this listing (client mix, average fees, and firm history), click the red button on this page and fill out the ONLINE NDA, to receive the full Sales Memorandum on the listing.

Summary

Reason For Sale:

Seller is of retirement age and wishes to sell a portion of the firm now and the balance in several years.

Training & Support:

Seller is willing to provide transitional assistance to the buyer to assist client retention. The staff person is a family member and will not continue working after the sale.

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

Chuck Hayes

Chuck Hayes