Business Description:

This well-established and highly regarded CPA practice located in Northwest Indiana is now available for acquisition. The practice projects $435,550 in 2026 revenue, diversified across four service lines — personal tax, business tax, accounting, and other professional services — providing stable, recurring income with strong year-round client engagement.

What makes this practice particularly compelling is the depth and loyalty of its client base. Many client relationships span over two decades, and the overwhelming majority of new clients come through referrals — a clear indicator of the trust and reputation this practice has built in its community. Located in a growing area with strong economic momentum and new development underway, the practice is well-positioned for continued growth and new client acquisition well beyond closing.

Why This Practice Stands Out:

This practice has been pre-qualified for bank financing, meaning qualified buyers can move quickly and efficiently through the acquisition process. Up to 90-100% combined bank and seller financing is available, with additional funds for working capital and equipment if needed.

An experienced, capable staff is already in place and ready to support a seamless transition from day one. The seller is retiring after 20 years of ownership but remains fully committed to providing structured transitional support following closing to protect both the buyer's investment and the existing client base.

2026 Projected Revenue Breakdown:

Personal Tax Services: $154,000
Business Tax Services: $57,600
Accounting Services: $127,260
Other Services: $96,690
Total: $435,550

Practice Highlights:

The practice serves 432 individual tax clients at an average fee of $355, and 79 business tax clients at an average fee of $730. Accounting clients include 12 monthly, 8 quarterly, and 70 annual engagements. Other services include payroll taxes and filings, sales tax, insurance audits, and personal property tax work — providing meaningful year-round revenue beyond tax season.

The office is a charming, professionally remodeled two-story property featuring a welcoming reception area, dedicated conference room, private office, and kitchen — a comfortable and client-friendly environment that clients have come to know and trust.

Software in place includes QuickBooks for accounting and Thomson Reuters UltraTax for tax preparation, making this a truly turnkey operation ready for the next owner.

Financials:
Four years of financial data are available to qualified buyers upon execution of a confidentiality agreement. The practice shows consistent gross revenue growth from $398,355 in 2023 to $435,532 in 2025, demonstrating the stability and resilience of the client base.

Listing Reference: IN-5605

Inquire through the BizBuySell messaging system. Responses within one business day. Detailed financials, client information, and a full revenue and expense breakdown are available to qualified buyers upon execution of a confidentiality agreement.