Tax and Accounting Practice

Established tax and accounting practice in affluent Winter Park started in 1988. In 2025, the firm had approximately 200 individual tax clients with an average fee of $930, 220 business tax clients with an average fee of $1,760, and $80,000 in fees for accounting and payroll services. Approximately 85% of the clients submit their information by mail or electronically.

Seller's Discretionary Earnings are 50% of total revenue derived from high margins and low overhead.