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  • RE:  Established Tax, Bookkeeping & Payroll Firm
  • Contact:  Matt Friscia

Quick Facts

Asking Price: $199,000
Annual Revenue: $187,450
Net Profit: Not Disclosed
Cash Flow: $130,923
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1992
Employees: 2
BBN Listing #: 1003770
Broker Reference #: 041621-125334

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Business Overview:

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250+ tax returns annually.

Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential.

The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

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