Established and highly specialized US-Canada cross-border tax and accounting practice generating approximately $250,000 in annual revenue and $155,000 in cash flow.
The practice focuses on complex US and Canadian taxation matters for individuals and business owners with financial interests on both sides of the border. Services include US and Canadian tax compliance, expatriate and immigration/emigration planning, cross-border personal and corporate tax returns, estate and succession planning, corporate and partnership restructuring, and strategic tax planning. The firm's website also identifies IRS and CRA compliance expertise and services for cross-border trusts, estates, investments and real estate.
Based in Ontario's West GTA Region, the practice serves clients throughout the Greater Toronto Area and surrounding Ontario markets, as well as US and international clients. The seller has more than 40 years of full-time tax-specialist experience and holds both Canadian and US professional accounting credentials, providing a strong foundation for an experienced CPA seeking an established specialist practice.
The business is particularly suited to an experienced cross-border tax professional. There is very little stated competition, while the seller identifies significant expansion potential for a buyer with the appropriate experience. The practice is owner-managed with no employees and is not positioned as a one-person virtual operation.
The seller may provide a transitional period of approximately 1–1.5 years, including assistance becoming familiar with existing files and procedures and introductions where required.
Inquiries are invited from qualified buyers seeking an established US-Canada cross-border CPA and tax practice.
