Established Tax Preparation & Bookkeeping Practice In Southeastern MA

Business Overview:

This established tax preparation and bookkeeping practice has served individuals and businesses in Southeastern Massachusetts for more than 20 years. Services include individual, business, rental-property and trust tax returns, as well as recurring bookkeeping services. The practice benefits from a long-standing client base, strong online reviews and continued new-client acquisition despite having conducted virtually no paid advertising in recent years. Operations have been modernized through a secure CRM and client portal that supports digital document exchange, electronic signatures, online payments and remote tax preparation. The business is currently operated by the owner, who serves as the primary tax preparer, with support from an office manager. This opportunity may be particularly attractive to an experienced tax preparer, Enrolled Agent, CPA or complementary financial-services firm seeking an established platform with meaningful expansion potential. The owner is selling due to time constraints unrelated to the performance of the business. Additional information will be provided to qualified buyers following execution of a confidentiality agreement.

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Property Features and Assets:

The business operates from an approximately 1,000-square-foot professional office condominium consisting of a reception area and two private offices. The space is in good condition and can accommodate up to two additional employees. The seller owns the office condominium and prefers to sell it with the business for an additional $90,000. Alternatively, a buyer may be able to lease the space for approximately $1,500 per month, including common-area charges, subject to mutually acceptable terms. The sale includes the furniture, fixtures, computers and other office equipment used in the business. Operations are supported by established tax-preparation, accounting and CRM/client-portal systems. The business is service-based and maintains no material inventory.

Market Competition and Expansion:

The firm serves a diverse base of individual and business clients throughout Southeastern Massachusetts, along with some clients who use its remote-preparation capabilities from other states. No single customer represents a significant concentration of revenue. Competition includes national tax-preparation companies, online tax software and independent local firms. The practice differentiates itself through its long operating history, established client relationships, strong online reviews, convenient professional location and modern digital client experience. The surrounding market has experienced continued residential and commercial growth. The seller reports that the practice continues to attract new clients through referrals and online searches despite conducting virtually no paid advertising.

Reason for Selling:

Owner time constraints. Kindly ask the seller for more information.

Additional Details:

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