MD Tax Firm — Estate & Trust | $1.4M, $350K SDE

Maryland, United States

Asking Price$1.45m

Revenue$1.40m

EBITDA$170k

Cash Flow$365k

Description

Established tax practice in Rockville, MD with 10+ years of consistent, client-focused service. The firm serves individuals, estate fiduciaries, trustees, and small business owners and maintains strong referral relationships with CPAs, financial advisors, paralegals, and estate attorneys for a collaborative, team-based approach. Known for timely, professional tax preparation and planning, the practice emphasizes clear communication, transparency, and reliable ongoing support for clients and staff. Turnkey operations with documented workflows, repeat revenue from returning clients, and opportunities to expand advisory services or grow billable hours make this an attractive acquisition for an experienced tax professional or CPA.

Real Estate

Leased

Number of EmployeesFull-Time: 5Part-Time: 4

Year Established

Reason Selling

Retirement

Support & Training

12 months

Growth Opportunities

Cross selling, Marketing

Related Categories

Accounting Practice for Sale

•Business for Sale in Maryland

Asking Price$1.45m

Learn MoreAfter inquiring the broker will reach out to you to discuss the next steps.