North Houston Metro CPA Firm

NEW

The Opportunity
An exceptional opportunity to acquire a tech-forward tax and accounting practice in the fast-growing North Houston metro area. Two CPA owners are seeking a partial sale to shift focus toward other non-CPA firm business ventures, creating a seamless turn-key opening for an ambitious CPA or EA. Ideal for an individual buyer looking to step into an established, modern firm or an existing practice seeking an immediate, tech-ready expansion in the Greater Houston market.

Key Highlights
• Modern & Cloud-Based: Operates on a streamlined, tech-enabled, high-efficiency model with nearly 100% accounting client portal adoption and nearly 90% tax client portal adoption.
• Strong Business Client Base: Deep, loyal roster of high-value corporate and small business clients.
• Established Footprint: The practice can easily remain in its current north Houston area location with all employees living within five miles of the office.
• Turnkey Transition: Sellers are committed to providing hands-on transition assistance to ensure maximum client retention and operational continuity.

Asking Price

$975,000

Annual Gross

$808,000

Revenue Breakdown:

23% Accounting, Bookkeeping & Payroll Services

33% Individual Income Tax Preparation

32% Business Income Tax Preparation

6% Specialized Tax Returns (Trusts, Nonprofits, Gift)

3% Tax Planning

2% Compilations

1% Non-Tax Consulting

I Want to Know More About this Listing!

How to Buy with Confidence

Our experience in the industry makes the transaction simple.

Icon of person with options surrounding them

Phase 1:

Locating a Firm to Purchase

Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.

Phase 2:

Negotiations and Due Diligence

Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.

Phase 3:

Closing and Transition

Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly to assist with client retention and a smooth handoff.

Don't See What You're Looking For?

Be among the first to know when new listings become available in your area.