Profitable CPA Tax Practice

Business Overview:

This well-established CPA tax practice in Morgan Hill, CA, offers an ideal opportunity for a sole practitioner looking to step into a profitable and stable business. Specializing exclusively in income tax preparations, this practice serves a loyal client base of 250-300 clients, generating around 400 tax returns annually. The practice handles approximately 50 business returns, and 250-300 individual returns each year, charging an impressive $325 per hour for its services. The workload is highly manageable, with full-time hours required from February to April, and the rest of the year averaging half-day commitments. This schedule provides a balanced work-life dynamic while maintaining strong revenue streams. The ideal buyer would have experience in the real estate industry and be familiar with the latest technology stack, including ProSeries tax software, QuickBooks, Microsoft Office, Dropbox, DocuSign, and Zoom. This practice is perfectly positioned for someone local to Morgan Hill, CA, who is ready to take over a well-oiled operation. The seller is committed to a smooth transition, offering exceptional support and training. Additionally, the experienced and dedicated staff are willing to continue with the new owner, ensuring continuity and stability. For further details, including a confidential opportunity summary with financials and photos, please request more information using the form on this page. Upon request, a Non-Disclosure Agreement (NDA) will be promptly emailed to you. Please contact Mike Faust using reply to this ad button.

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Property Features and Assets:

This is a leased location of 250 square feet with a Total monthly rent of $400. Lease ends 01/2025 with five (5), one (1) year options. Seller is active with Hours of operation being 9am – 3pm, Monday - Friday as needed. CPA license required. 

Reason for Selling:

Additional Details:

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