Boutique Accounting and Tax Advisory Firm in Ohio

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Financial Details

Annual Revenue:
$2,274,526
Location:
OH, US
Source:
Date:
May 20, 2025

Key Highlights

- Specializes in strategic tax planning and preparation.
- Boutique firm prioritizing deep client relationships.
- Offers high-value advisory engagements with referral opportunities.

Description

This is a highly specialized accounting and tax advisory firm based in the U.S. serving a national client base. The firm offers premium services including strategic tax planning, business and personal tax preparation, and high-value advisory engagements with referral-based revenue opportunities. The firm has intentionally maintained a boutique model, prioritizing deep client relationships and personalized service over volume.

Industry Information

Industry Description:
Accounting and Tax Practices
Classification:
Financial Services

Listing Details

Listing ID:
f66eb655-9796-49dd-9b89-25c5a16acbed
Deal Status:
For Sale
Date Posted:
May 19, 2025
Last Updated:
May 26, 2025
Currency:
USD

Features & Tags

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