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A well-established CPA firm in the Milwaukee area is offering a partial book of business for sale. This book consists primarily of business tax clients (1120S, 1065, and 1120) and their related 1040s, providing steady recurring revenue and strong client loyalty.The book generated approximately $120,745 in 2024 revenue from 87 total clients, with about two-thirds of the income derived from business returns and the remainder from individual returns tied to those business owners.Business returns average over $1,500 per return, while 1040 returns average over $900 per return.The client relationships are long-term and well-maintained, creating an excellent opportunity for a buyer to scale an existing practice or start a new firm with a strong foundation of business clients.The seller is seeking to downsize while continuing to serve select clients and is committed to ensuring a smooth and supportive transition for the buyer.Software: Lacerte, QuickBooks Online, QuickBooks DesktopIdeal Buyer: CPA or EA in the Milwaukee area with 5 years of experience, or a firm seeking to expand its business-return base.Interested buyers should have $65,000 in available capital for the down payment.Listing ID: 57736
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