WASHINGTON

OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing retirement age, wishes to sell & transition the firm to a local CPA or EA, to successfully service his client base.

THE PRACTICE - Founded 35 years ago, this firm has an excellent history, strong average fees, and represents a rare opportunity for the right local buyer. Clients are small business owners, individuals with rental properties, individuals with investment portfolios. Most clients are in the King County area with some current clients who have moved to ID, AZ, SC & CA. The firm has several gas stations and furniture stores as clients. The firm uses engagement letters with tax clients. The owner believes a local buyer should keep the office location or if desired, could relocate the office within 15-20 miles of the current location and maintain client retention. One or more clients represent more than 10% of the firm’s total gross revenue but are expected to transition to the new owner. WA-2099