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Tax Partner

Company: Job Juncture
Location: Milwaukee
Posted on: October 12, 2018

Job Description:

Well established and  highly profitable CPA firm located in Milwaukee is searching for a direct entry Tax Partner. The current owner is looking to sell the practice.  Candidates must be a public accounting Tax Manager or Partner who is a licensed CPA or EA with a FICO score of over 750 and no prior bankruptcies, in order to qualify for an SBA loan for 75% of the value of the practice. No cash is required as a private investor will put up all cash and add value in many other ways in return for a limited equity position.Business DescriptionThe owner is ready to retire and sell this well established tax preparation and small business write-up firm located in the Western Milwaukee Greater Metro area. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from individual and business tax preparation.

Annual Revenue: 2017 at $334,000
        
Revenue Breakdown:
82% Personal and Business tax preparation
18% Monthly and quarterly Accounting
 
Staff: The experienced and knowledgeable staff will stay on with new owner, plus the seller will provide transition support.

Facilities: Located in remodeled office building with parking and with an assumable lease. 4 Offices and Reception Area.

Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office furniture and equipment included in price.

Software: Accounting: CSA. Tax Prep: Lacerte  

Note: Seller will consider seller financing.

Keywords: Job Juncture, Milwaukee , Tax Partner, Accounting, Auditing , Milwaukee, Wisconsin

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