577 - SBA Pre-Approved Established CPA Firm

Business Overview:

For more than 40 years, the business has built a strong reputation as an experienced provider of a full suite of financial services, including individual and business tax preparation, consulting, bookkeeping, payroll, sales tax filings, and audit representation throughout the year.

Led by a highly experienced CPA, the business operates under a hands-on management style with a dedicated team of tax preparers and bookkeepers, particularly during the busy tax season.

All growth to date has come through client referrals, reflecting the firm’s reputation and long-standing client satisfaction. With a well-diversified client base and opportunities to expand its digital presence, the business is well-positioned for continued success in the hands of a new owner.

(ALL BUYERS MUST PROVIDE A BIO & PROOF OF FUNDS BEFORE RECEIVING ANY INFORMATION.)

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Reason for Selling:

Other Business Interests

Additional Details:

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