Virtual Tax Practice Serving High-Net-Worth Clients With Cash Flow Above 70%
Virtual Tax Planning and Preparation Practice in Maryland
On NextCompany since September 14, 2026 (31 days)
MD area
Business overview
This Maryland tax planning and preparation practice operates virtually, serving individuals through complex multi-state and high-net-worth engagements. The practice generates annual gross revenue of $575,000. It carries an asking price of $1,100,000. Its cash flow to owner runs above 70%.
The practice uses value billing to support fees well above standard hourly-equivalent rates. It collects retainers before filing season to support predictable cash flow. The practice has grown entirely through organic referrals, including referrals from partners at large national law firms. It emphasizes personalized service for its sophisticated client base.
Who is a good fit for this business
- Firms with staff capacity to absorb sophisticated tax return work while maintaining personalized client service.
- Buyers expanding a regional or national virtual client base without adding office overhead.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice relies on its owner to personally review and finalize all work. It draws support from part-time administrative staff and a seasonally contracted team.
The practice applies value billing, supporting fees well above standard hourly-equivalent rates. It collects upfront retainers ahead of filing season, supporting steady, predictable cash flow.
The practice has grown entirely through organic referrals, including introductions from partners at large national law firms. It has attracted clients from larger firms through personalized, responsive service.