1241 – Established Portland Metro Tax & Accounting Firm
Over the past 7+ years, this thriving Portland-based firm has built a strong reputation for delivering comprehensive tax and consulting services to a wide-ranging client base. Operating under the innovative ‘Practice Forward’ model, the firm has redefined its identity as an advisory-first practice, providing all new clients with a bundled, year-round service package—including monthly accounting, quarterly strategic tax planning, business and personal tax preparation, and proactive business advisory. As of March 2025, the firm proudly supports approximately 300 active clients, showcasing consistent performance and client loyalty. The 2024 estimated revenue distribution—61% Tax Preparation, 27% Accounting/Bookkeeping, and 12% Planning/Advising—demonstrates a healthy, diversified service mix. With an average annual revenue of approximately $1,000,000 over the past 2 years (2023-2024), the firm offers proven profitability and scalability. Its success is driven by a skilled and dedicated 7-person team committed to operational excellence and client service, with one owner who seeks to remain as an active partner to support future growth and continuity. This is an excellent opportunity for a like-minded firm to expand into the vibrant Portland market by acquiring a turnkey operation with an established client base, a trusted team, and a future-ready advisory model.
1241 – Established Portland Metro Tax & Accounting Firm
1241 – Established Portland Metro Tax & Accounting Firm
Over the past 7+ years, this thriving Portland-based firm has built a strong reputation for delivering comprehensive tax and consulting services to a wide-ranging client base. Operating under the innovative ‘Practice Forward’ model, the firm has redefined its identity as an advisory-first practice, providing all new clients with a bundled, year-round service package—including monthly accounting, quarterly strategic tax planning, business and personal tax preparation, and proactive business advisory. As of March 2025, the firm proudly supports approximately 300 active clients, showcasing consistent performance and client loyalty. The 2024 estimated revenue distribution—61% Tax Preparation, 27% Accounting/Bookkeeping, and 12% Planning/Advising—demonstrates a healthy, diversified service mix. With an average annual revenue of approximately $1,000,000 over the past 2 years (2023-2024), the firm offers proven profitability and scalability. Its success is driven by a skilled and dedicated 7-person team committed to operational excellence and client service, with one owner who seeks to remain as an active partner to support future growth and continuity. This is an excellent opportunity for a like-minded firm to expand into the vibrant Portland market by acquiring a turnkey operation with an established client base, a trusted team, and a future-ready advisory model.
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