Turnkey Tax Preparation Book of Business - 450+ Clients

A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes approximately 450 individual clients with long-term loyalty and strong ties to the local community.


This book of business features documented processes, consistent annual demand, and reliable client relationships, allowing for a smooth transition and minimal ramp-up time. The current operator is committed to supporting the buyer during the transition period to ensure continuity and client retention.


Ideal for an accounting professional or firm seeking to grow their client base through a stable, relationship-driven portfolio with room for service and revenue expansion.