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Western Wisconsin based CPA firm specializing in individual and business tax preparation, accounting services, trust and estate administration, and consulting services. The firm’s average 1040 rates in 2023 were $640 per return (50% of the firm’s revenue). Meanwhile, the average business client’s annual fees are $1,340 (10% of the firm’s revenue). Bookkeeping services average $1,745 per client (28% of the firm’s revenue). The Seller is seeking retirement and would be available to assist with training and transitioning for a limited time. Ideal buyer: CPA or EA with 5 years in management or ownership role, or another CPA firm or wealth manager aiming to scale and increase its client base. Sunbelt Listing ID: 55972
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