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  • RE:  Tax Preparation And Consulting
  • Contact:  Pat Steffl

Quick Facts

Asking Price: $290,000
Annual Revenue: $289,259
Net Profit: Not Disclosed
Cash Flow: $202,175
Total Debt: Not Disclosed
FF&E: $10,000
Real Estate: Not Disclosed
Year Established: 2013
Employees: Not Disclosed
BBN Listing #: 11184955
Broker Reference #: 5101-17938

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Business Overview:

Growing year over year for the last 4 years and profitable, personal and business tax preparation and consulting business. Tax prep is the main source of revenue for the business. Some business consulting and accounting services including a review of small business quarterly and yearly business activities. 1,600 individual returns and around 20 business returns. 90 percent of annual revenues from tax return preparation. About 50 returns from outside Minnesota.

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Property Features and Assets:

Business operates from a rented office space with 4 offices. The location is in the area of the majority of the clients serviced. Assets = $10,000

Market Competition and Expansion:

Normal level of competition. Owner estimates he turned down preparing hundreds of returns in 2023, so there is room to grow.

Reason for Selling:

Pursue other opportunities.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

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