This long established CPA practice located in Martin County Florida is making available a book of business due to his semi-retirement and his objective to fully retire within the near future.  The CPA has moved to the west coast of Florida to spend more time with his family.   This is a great opportunity for an individual CPA or a firm looking to immediately expand their client base with minimal overhead with the potential for further acquisition.

The book of business being sold generated approximately $60,000 in revenue in 2024.  It includes a total of 79 tax preparation clients, consisting of 67 individual returns, 2 C corporation returns, 9 “S” corporation returns and 1 partnership return.  The client base is stable and well-established.

The practice is fully relocatable, allowing flexibility for a buyer to move the accounts to their own location. Alternatively, the buyer may choose to rent space in the seller’s office condo.