DC Metro CPA Firm with Loyal Clients

Established for over 30 years, this CPA firm boasts a loyal client base. Many clients have been with the practice for decades, drawn by the high-quality work and strong client service. The firm has deep expertise in tax compliance, including about 25% of clients with foreign ties (EX: ownership interest in foreign businesses and/or foreign assets and income). The highly credentialed and experienced staff are the jewel of this firm! The tenured staff genuinely enjoy their work and thrive in the firm’s family-like environment. This positive culture contributes to high retention and a motivated team committed to delivering excellent service.


Clients come from a variety of industries with small concentrations in publishing, real estate, and private equity funds. The current owner is willing to stay on part-time for a couple of years to support a smooth transition. This firm service mix is made up of 41% business tax, 40% personal, and 19% other. There are more additional opportunities in this firm to increase advisory services that current clients desire. This firm is listed at an incredible price and is perfect for a buyer seeking exceptional, qualified employees and loyal, established clients.