Anyone Interested in Individual Tax Returns Book of Business?

intermediary profile

November 18, 2024

by an intermediary from University of Massachusetts at Amherst in Boston, MA, USA

Hey Everyone, I'm currently running a campaign for a client who is focused on Accounting, Bookkeeping and Payroll services. However, we've come across a handful of CPA offices that are looking to sell their books of business of individual tax returns. Retirement is the major driving force.

Most of these books of business are smaller, around $300k in revenue, but could be a great bolt-on acquisition for an existing CPA.

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commentor profile
Reply by a professional
from University of Washington in Seattle, WA, USA
Joseph, I am interested. DM'd you
commentor profile
Reply by a searcher
from American University in Fairfax, VA, USA
Interested. I'll DM you.
commentor profile
+2 more replies.
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