About The Practice

This is a service-first CPA firm with an exceptional reputation. Practice is located on the West side of U.S. 75/North Central Expressway in the rapidly growing city of Plano, Texas. This highly-referred practice provides individual and business tax services, payroll, consulting, and bookkeeping. Owner hours are very low (20 - 25 hrs per week) and cash flow to owners is around 61%.
$671

Average 1040 Tax Return Fee(2023)

Average Fee for other returns (1065, 1120, 1041, etc) was $862 in 2023. Practice has substantial room for rate increases. 
64%

Tax Return Fee Percentage

64% of Practice revenue has been generated from Tax Return Preparation Fees.
36.15% 

5-yr Increase in total income

Total income increased 36.15% from 2019 to 2023. (Current year financials available upon inquiry.)
0%

No Compilation Work Performed

This practice does not perform any compilation reports or Company audits.

Firm Culture

The small staff is highly competent, sharp and works well together. Everyone is proud of the work that they do. The firm has an excellent reputation for responsiveness, client service and quality of work.

Owner hours remain relatively low, thanks to efficient workflow processes, fully digital records, and the dedicated staff’s SOP and Workpaper proficiencies.

There are multiple revenue streams and clients are willing to pay a premium for excellent work.

Practice has room for rate increases.

Plano Texas Accounting Practice for Sale

Text 972.849.6923

PLEASE NOTE: This is a Google Voice phone number. Please send a text to let us know you have an interest in buying the practice. I'll be notified immediately and get back with you right away. 

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