A well-established CPA firm in the Milwaukee area is offering a partial book of business for sale. This book consists primarily of business tax clients (1120S, 1065, and 1120) and their related 1040s, providing steady recurring revenue and strong client loyalty.
The book generated approximately $120,745 in 2024 revenue from 87 total clients, with about two-thirds of the income derived from business returns and the remainder from individual returns tied to those business owners.
Business returns average over $1,500 per ret...