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 owner is around 50%.

Average 1040 Tax Return Fee

Average 1040 Fee was $657 over trailing 12 months (as of June 2023). Practice has room for rate increases. 

Tax Return Fees

54% of Practice revenue has been generated from Tax Return Preparation Fees.

Increase in total income

Total income increased 18.25% from 2021 to 2022. (Current year financials available upon inquiry.)

The Firm Does Not Perform Compilation Work

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.

CPA Plano Texas Postion Open

Text 972.849.6923

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