This is an excellent CPA firm with a focus on loyal tax clients. Most work is done at a flat rate and fees are good. There is long-term quality staff in place. The firm enjoys a reputation for being innovative, responsive, and for providing great service. Primarily an individual and small business tax practice, there is an opportunity to add other services.
The ideal buyer should be a CPA with very good tax experience. A commitment to client relationships and good communication skills will be important. Buyer should have experience managing a small staff. An energetic owner could grow this client base with additional services.