About This Practice
This firm focuses mainly on individual tax services but is experiencing growth in business and corporate tax. Much of this growth comes from referrals from their very loyal client base. At the end of the 2019 tax year, this firm moved to a home-based office. This firm is known for honesty and exhibiting dedication to the client relationships.
Firm highlights include:
- Excellent cash flow to owner at 83%
- Low owner hours, less than 2,000 per year
- Revenues increased by 32% over last 3 years
With this firm being home based, the ideal buyer would be tech savvy and comfortable creating and maintaining client relationships over the phone. The buyer must be a good communicator willing to work hard to maintain client trust. This is a turn-key book of clients. It would be a great addition to an existing firm or a great way to get your own started. The ideal buyer could keep this firm home based or choose to open an office in town.
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