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 January 2026, the firm proudly supports approximately 275 active clients, showcasing consistent performance and client loyalty. The 2025 revenue by service breakdown was—63% Tax Preparation, 22% Accounting/Bookkeeping, and 15% Planning/Advising. In 2025, the Practice brought in $1,026,839 in gross receipts, a YoY increase of over 4%. Its success is driven by a skilled and dedicated 6-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 January 2026, the firm proudly supports approximately 275 active clients, showcasing consistent performance and client loyalty. The 2025 revenue by service breakdown was—63% Tax Preparation, 22% Accounting/Bookkeeping, and 15% Planning/Advising. In 2025, the Practice brought in $1,026,839 in gross receipts, a YoY increase of over 4%. Its success is driven by a skilled and dedicated 6-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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