Remote Tax Practice, 240 Clients Nationwide

Business Overview:

This is an established, fully remote tax preparation and legal services practice founded in 2022 and serving individual and small-business clients in all 50 states. The business operates with no office lease, no physical premises, and no employee payroll, running entirely on a cloud platform that holds client files, billing, and workflow.

In its most recent year the practice collected about $211,870 in client-facing fees across roughly 250 invoices to 240 clients. The client base is unusually diversified for a practice this size: the largest single client was about 1 percent of fees and the ten largest combined were under 10 percent, so no relationship carries the business. Demand is recurring and non-discretionary, and a majority of clients return year to year.

The practice historically delivered tax return preparation through a third-party firm that retained a share of the fees. A buyer that prepares returns in-house keeps the full client fee, which is the central upside. The ideal buyer is an existing tax firm or a tax professional able to prepare returns.

The owners are pursuing other ventures and will provide a two-week transition. Offered at $245,000. Represented by First Choice Business Brokers Utah (FCBB Summit office). NDA required.

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Property Features and Assets:

The practice is fully remote and asset-light. It carries no real estate, no inventory, and minimal equipment beyond ordinary computing tools. Its principal transferable assets are the client relationships and files, the brand and website, and the cloud client, billing, and workflow platform, all of which transfer with the sale.

Market Competition and Expansion:

Tax preparation is a large, fragmented, and non-discretionary services market. Filing is mandatory and annual, which gives the category steady, recurring volume that is largely insulated from economic cycles. Consolidation among small and mid-sized practices has been active, with strategic acquirers and platforms buying books with clean records and transferable client bases. A remote, systematized practice with a national footprint fits both an individual professional building a book and an established firm adding clients without adding an office. A buyer that prepares returns in-house captures the fee share previously paid to an outside firm, on every existing client. Beyond that, the next owner could bundle annual filing with bookkeeping, entity maintenance, and reporting to raise average fees and smooth revenue across the year; scale the proven acquisition channels (referrals, social outreach, presentations, paid search, and the website intake form); and extend the automation and AI tools the practice already uses to reduce preparation time across a larger book.

Reason for Selling:

Owners are pursuing other ventures. Kindly ask the seller for more information.

Additional Details:

Documents:

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