Listing Number: BBF-352-238047

Category: Accounting
SIC Code: 8721
Detail: Tax Practice

Price: $995,000
Down Payment: $995,000
Gross Sales: $660,000
Discretionary Earnings: $175,386

Location: Palm Beach County, Florida, USA

Business Description

For more than 30 years, this respected accounting firm has been a trusted provider of personalized financial guidance and tax services to individuals and businesses throughout northern Palm Beach County. The firm offers a wide range of services including tax planning and compliance, accounting services, financial statement preparation, reviews, and trust and estate planning.

The owner has built a proactive, advisory-focused practice that goes beyond traditional tax preparation. The firm works closely with clients throughout the year, holding regular meetings—often more frequently than quarterly—to provide strategic financial insights and ongoing business guidance.

The majority of the firm’s clientele consists of business owners, and the firm focuses on helping them improve operational efficiency, manage tax strategies, and achieve long-term growth goals. This relationship-driven model has created strong client loyalty and long-term recurring revenue.

With a well-established reputation and a diversified mix of individual and business clients, the practice presents an excellent opportunity for a CPA or accounting firm seeking expansion or for a professional looking to step into an established and profitable advisory-based practice.

Client Tax Filing Breakdown

Number of annual tax filings by form:

• Form 1040 (Individual): 517

• Form 1041 (Estates & Trusts): 28

• Form 1065 (Partnerships): 53

• Form 1120 (Corporations): 172

• Form 5500 (Employee Benefit Plans): 2

• Form 709 (Gift Tax): 2

• Form 990 (Nonprofits): 10

Key Highlights

• 30+ years of successful operations

• Strong reputation in northern Palm Beach County

• Advisory-focused accounting and tax practice

• Diverse client base of individuals and business owners

• Recurring revenue from ongoing client relationships

• Comprehensive services including tax, accounting, financial statements, and estate planning

• Ideal for CPA buyer or firm expansion

Business Details

• Relocatable: Yes

• Home Based: No

• Franchise: No

• Lender Pre-Qualified: No

• May Qualify For Visa: No

Assets