This cutting-edge, fully virtual tax and accounting firm is a premier opportunity for a buyer seeking a highly scalable, tech-driven practice with strong profitability. Established in 2005, this firm has embraced automation, AI, and cloud-based solutions to provide seamless financial services to a diverse and growing client base. For the October 2025 TTM period, gross receipts were $9,514,574, with 2026 year-end gross receipts projected at approximately $10,670,000, a 12% increase over October 2025 TTM. Supported by a dedicated team of 38 professionals, the Practice is well-positioned for continued growth under new ownership. The Practice’s service by revenue breakdown is 52% Tax Return Services, 23% R&D Studies, 16% White-Labeled Partner Tax Return Services, 8% Bookkeeping, and 1% Other. The Practice’s success can largely be attributed to its established name and loyal clients who have grown to trust the services it provides. The owners are willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period of time. This is an exceptional opportunity for firms looking to acquire a high-performing, future-ready practice with proven revenue and operational efficiency.
1246 – Premier Tax & Accounting Business for Sale
1246 – Premier Tax & Accounting Business for Sale
This cutting-edge, fully virtual tax and accounting firm is a premier opportunity for a buyer seeking a highly scalable, tech-driven practice with strong profitability. Established in 2005, this firm has embraced automation, AI, and cloud-based solutions to provide seamless financial services to a diverse and growing client base. For the October 2025 TTM period, gross receipts were $9,514,574, with 2026 year-end gross receipts projected at approximately $10,670,000, a 12% increase over October 2025 TTM. Supported by a dedicated team of 38 professionals, the Practice is well-positioned for continued growth under new ownership. The Practice’s service by revenue breakdown is 52% Tax Return Services, 23% R&D Studies, 16% White-Labeled Partner Tax Return Services, 8% Bookkeeping, and 1% Other. The Practice’s success can largely be attributed to its established name and loyal clients who have grown to trust the services it provides. The owners are willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period of time. This is an exceptional opportunity for firms looking to acquire a high-performing, future-ready practice with proven revenue and operational efficiency.
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