Seller's Contact Information

  • RE:  South Metro Tax And Accounting Firm – TTM 400K+ Revenue 55838
  • Contact:  Sunbelt Business Advisors
Listing Update!
Update: South Metro Tax And Accounting Firm – TTM 400K+ Revenue 55838 is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

Longstanding tax and accounting firm for sale that provides individual and business tax preparation, accounting services, and new business consulting. The firm’s average 1040 rates in 2024 are $790 per return, which accounts for about 70% of firm revenue. Meanwhile, the average business client’s annual fees are $4,500, which generates about 20% of firm revenue. Trust and Estate returns average $1,000. The Seller’s goal is to transition the business over the next tax season, then retire. Their long-time CPA and administrative employees are interested in working for a Buyer. Ideal buyer: CPA or EA with 5+ years in a management or ownership role, or another CPA firm or wealth manager aiming to scale and increase its client base. Sunbelt Listing ID: 55838

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:

Opportunity Update!

Exciting update: South Metro Tax And Accounting Firm – TTM 400K+ Revenue 55838 has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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Cash Flow $710,000
Revenue $1,500,000

Asking Price: $850,000

Fairfax County, VA-Full Service CPA & Bookkeeping

Not Disclosed, VA
Fairfax County

Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and comprehensive bookkeeping services. The business has built a loyal client base by consistently delivering on five core principles:Listening closely to client needs and providing tailored solutions.Supporting both short-term objectives and long-term planning.Delivering high-quality services with dependable turnaround times.Staying current with evolving tax laws and financial best practices.Leveraging modern technology to create a smooth, efficient client experience.Positioned within a large, affluent population, the firm attracts individuals, families, business owners, and government contractors. The current client portfolio includes approximately 750 clients, with 70 percent individuals and 30 percent businesses, creating a healthy mix that supports stability and future growth. The service menu is broad and designed to meet the diverse needs of this market:• Financial Statement Preparation• Payroll Services• Individual, Family, and Small Business Tax Preparation• QuickBooks Advisory• Business Bookkeeping• Government Contracting Accounting• Auditing• Estate and Trust Tax PreparationThe owner is preparing for retirement and is seeking a buyer who will continue the firm’s longstanding reputation for professionalism, integrity, and client care.Special Financing: This business has been lender pre-qualified with only 10 percent down and a 10-year term for a qualified buyer. Full details are included in the marketing prospectus.Option to Purchase Segments:       Audit / Attest purchase price: $300,000      Tax / Bookkeeping purchase price $550,000

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Cash Flow $264,348
Revenue $815,304

Asking Price: $140,000

Farmers Insurance Agency with a Great Book

Not Disclosed, TX
Bexar County

Take advantage of a rare opportunity to acquire a well-established Farmers Insurance Agency known for its high performance, consistency, reputation, and dependable recurring revenue. This agency offers a strong foundation built on years of trusted service and is ideal for a driven owner ready to step in. Over a million dollars in policies.Key Points:Reliable Revenue Base. A robust book of business anchored by loyal policyholders across personal and commercial lines, generating steady commissions and predictable renewals.Diverse Policy Mix. The agency benefits from a well-rounded portfolio that includes auto, home, life, commercial coverage, and specialty lines such as Kraft Lake—creating long-term income stability.Strong Client Relationship. Long-standing customer connections lead to high retention rates and continuous referrals. The agency’s service-first model has cultivated a dependable and trusting client community.Streamlined Operations. Modern systems, trained support structures, and efficient daily workflows allow a new owner to transition seamlessly and immediately focus on growth.Brand Trust & Local Presence. Farmers Insurance is a nationally recognized brand, and this agency’s professional reputation within the community adds a layer of trust that accelerates new business opportunities.Growth Levers for the Next OwnerDevelop additional commercial accountsCross-sell high-demand policy linesExpand into under-served local marketsIncrease digital marketing efforts for lead generationIdeal Buyer. Perfect for a seasoned insurance professional aiming to expand their portfolio with a turnkey, well-managed operation or an ambitious new agent seeking a get off to a good start.Why This Agency Stands Out. This business represents a blend of stability, brand recognition, and expansion potential. Backed by a consistent revenue stream and supported by an organized operational structure, it provides the next owner with a smooth transition and a high-upside growth trajectory.

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Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $1,200,000

Highly Scalable Staffing Mgmt SaaS $40K MRR

Seattle, WA
King County

Business OverviewThe HR payroll software market size has grown rapidly in recent years. It will grow from $35.27 billion in 2024 to $40.03 billion in 2025 at a compound annual growth rate (CAGR) of 13.5%. This business is a comprehensive, cloud-based platform designed to streamline the operations of staffing and talent agencies. Offering an all-in-one solution, businesses can efficiently manage staff, clients, scheduling, reporting, payroll, and more from a single integrated system. Built with automation at its core, the platform significantly reduces administrative burdens, saving agencies countless hours on daily operations while enhancing overall efficiency.This is an excellent opportunity to invest in a “done for you” business with a proven track record, existing B2B client base with over 90% recurring revenues, extremely profitable 56% Net Profit margin, and plenty of growth opportunities to further scale to deliver new revenues.Key BenefitsYear over Year Growth - 34% YoY Revenue & 78% YoY Cash Flow Growth (2024 vs 2023). Revenues have continued to increase in 2025, resulting in TTM Revenue of $450k including MRR of $40K with an average $24K in Customer Lifetime Value and 56% Net Profit Margins.Trusted by over 100 B2B customers - the software boasts exceptional stickiness with less than 2% churn and plays a critical role in powering world-class events for the Worlds Biggest BrandsInfrastructure Already in Place - substantial progress was made in design and development, establishing an improved foundation before shifting focus to larger opportunities. A new owner can leverage the existing infrastructure to scale the businessMarketingThe company has primarily used content and social media marketing, growing its LinkedIn presence and running limited partner campaigns. Outbound sales and select in-person conferences have been the most effective channels and should be the primary focus moving forward.OperationsThere are two contractors that combined provide limited part-time support handling some tasks for the business which a new owner would take over. The day-to-day tasks are handled by 3 contractors.Financial SummaryTTM Gross Revenue $449,900 USDTTM Cash Flow $250,917 USDTTM Gross Revenue $630,394 CADTTM Cash Flow $351,582 CAD*Converted from CAD to USD at the exchange rate of 0.71368 on 10.31.25. USD equivalent at time of sale will vary based on exchange rates.

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Cash Flow $250,917
Revenue $449,900

Asking Price: Not Disclosed

Complex Digital Asset Reconciliation and Reporting

Not Disclosed, NY
Not disclosed

This is a blockchain reporting company that transforms raw digital asset data into clear financial records. This fully remote SaaS business has a platform built for financial professionals who need to understand complex activities, such as yield generation and decentralized trading, which often involve fragmented and opaque on-chain behavior. Some of the investment highlights include:Proprietary Technology: The company's advantage lies in its reconciliation engine, which produces audit-ready sub-ledgers with provable accuracy.Core Product: The core product goes beyond simple tax calculation to create a verifiable, end-to-end audit trail. The platform's scalable, modular architecture is designed for quick adaptation to new blockchains and regulatory changes.API: The company has also developed an API that allows its proprietary data to be seamlessly integrated into other accounting platforms, such as SoftLedger. Outputs include ERP-mapped sub-ledgers and Reconciliation Worksheets that provide line-item provenance for every unit, suitable for regulators and auditors. Competitive Differentiation: The company transforms blockchain data into reconciled, compliance-ready financial outputs. Unlike tools that scrape transactions and apply generic labels, the company maintains a wallet-by-wallet cost basis with a proprietary lot manager and models native on-chain activity, such as stake accounts, PDAs, commissions, fees, and MEV. A rules-driven reconciliation engine matches inflows and outflows, assigns a cost basis, and flags exceptions, producing sub-ledger reports that can be mapped to ERP and GL systems. Every figure is independently verifiable down to each transaction component.Customer Base: The company’s customer base comprises sophisticated clients for whom precision and regulatory compliance are non-negotiable.Core Product: Clientele includes white-label clients, who integrate the company's API into their own offerings; large firms, including major accounting firms and institutional partners; and high-net-worth individuals and family offices that rely on the platform to manage complex, multi-wallet portfolios and withstand regulatory scrutiny. This customer base validates the technology's ability to grow and adapt quickly, proving the platform is indispensable for a wide range of critical financial needs in the institutional digital asset market.Custom Builds: Some clients, like high-frequency trading clients, require custom reporting solutions. These are typically higher-value engagements that involve tailored gain/loss calculations and wallet-level analysis.Acquiring this company will expand your capabilities. The platform converts opaque on-chain and exchange activity into audit-ready sub-ledgers, enabling premium service lines and accelerating product adoption across high-value accounts. Every figure ties to a deterministic chain of custody, which reduces audit exposure and shortens close cycles. The demand for reliable, institution-grade reporting is accelerating, and this company is uniquely positioned to meet this need with a proven platform, deep domain expertise, and scalable infrastructure built for high-volume environments.NEXT STEPS: If you’re interested in this business, please fill out the contact form, and we will email you an NDA to e-sign. Please look for an email with the subject “Complex Digital Asset Reconciliation and Reporting Software Company (NFA-204)”. You can access more information on this business after e-signing our NDA.

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Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $300,000

Established Business Brokerage, Multi-Revenue Stream - Dallas Market

Not Disclosed, Not Disclosed

An exceptional opportunity is available to acquire an established, exclusive business brokerage territory in Dallas County—one of the most dynamic, diverse, and fast-growing economic regions in Texas. This territory encompasses a large concentration of small and mid-sized businesses across multiple industries, providing a consistent pipeline of potential listings and qualified buyers.With a long-standing brand presence in the market, the territory benefits from strong name recognition, proven operating systems, and ongoing support from a respected national franchise network. The business model centers on helping owners successfully exit their companies while connecting motivated buyers with quality acquisition opportunities—an essential and increasingly in-demand service in today’s evolving marketplace.This offering includes a protected territory, proprietary tools and databases, a deep knowledge base with decades of industry-specific content, comprehensive training, and national marketing support. It is ideally suited for professionals with backgrounds in sales, consulting, finance, or entrepreneurship who want to build a scalable, high-impact advisory business.Serious buyers are encouraged to inquire by completing the contact form. An electronic NDA will be sent within minutes for your review and signature.

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Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $265,000

Highly Profitable Tax Prep & Bookkeeping Bus.

Not Disclosed, NC
New hanover County

This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric book of business in North Carolina's vibrant coastal region.Business OverviewSpecializing in small business formation, bookkeeping, payroll processing, and full-spectrum tax preparation, this practice has earned an impeccable reputation through organic word-of-mouth referrals and prominent Google search visibility. With a curated client base emphasizing long-term, high-quality relationships—many spanning over 15 years—the business prioritizes profitability and client satisfaction over high volume.Financial HighlightsAverage Annual Revenue: $226,534Average SDE: $123,675Key StrengthsOver 25 years of proven operational success and deep client loyaltyOrganic growth via referrals, eliminating the need for paid advertisingTop-tier Google rankings for consistent, cost-free lead generationPremium customer service with same-day response timesEfficient home-based model minimizing overhead costsStrategic client selection focused on high-value, profitable accountsProven track record of seamlessly replacing lost clients with superior onesTransition SupportThe seller is committed to a seamless handover and is offering subcontracted support throughout the 2025 tax filing season to maintain client relationships and ensure uninterrupted operations.This ready-to-operate, turnkey book of business delivers immediate cash flow and expansive growth prospects in one of North Carolina's most sought-after markets. Ideal for buyers ready to step into a stable, scalable venture with minimal startup risk.

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Cash Flow $123,675
Revenue $226,534
$ Owner Financing Available

Asking Price: Not Disclosed

Mortgage Brokerage – 35+ Years, Multistate Licensing, 25+ Lender Contracts

Not Disclosed, NJ
Not disclosed

Highly established mortgage brokerage with over 35 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across 3 states, NY,NJ, & FL with opportunity for expansion into other states. The company holds active wholesale agreements with 25 national and regional lenders. Approved to originate across virtually all major product categories, including: Non-QM, Conforming / Conventional, Jumbo, FHA / VA, Reverse MortgagesThis is a turnkey, plug-and-play platform ideal for a buyer seeking immediate production capability, established lender access, and seasoned operational infrastructure.Ideal Buyer Profiles: Real Estate Brokerages / Agencies, Perfect to expand additional profit centers. A ready-made mortgage arm with instant lender access and licensing. If your real estate agency can generate 10 plus loans a month in referrals, you can be making great margins on originations. Loan originators who are volume producing agents and want higher margins on loans and want to hire other loan officers. Savvy internet marketers who know how to generate quality mortgage leads. Tech-Enabled BrokeragesAttractive for startups wanting an established brand, compliance framework, LOS/CRM integrations, and a smooth regulatory path without starting from scratch.Included Highlights: over 35-year operating history with brand credibility25 lender contracts across all major loan typesMultistate licensingExperienced operations/management available to stay onTurnkey LOS and CRM systemsFast transition timeline if buyer desires continuityOwner Role & Transition OptionsSeller is willing to remain on board to run in-house sales, onboarding, compliance oversight, and training through a consulting or employment agreement.Suggested compensation structure options for post-sale involvement by owner can be discussed based on goals and required input from owner. Owner will ensure alignment during ramp-up and provide the buyer with operational leadership from day one.Buyer Requirements: Capital infusion commitment (processor hiring, marketing budget, and staffing) to ensure production scale. Agreement on regulatory responsibility while seller’s name remains on record. Indemnities and liability caps protecting the seller from actions outside their control.Optional escrow or holdback (6–12 months) to cover any undisclosed liabilitiesNext Steps: Serious, qualified buyers only. NDA required for discussion. licensing details, and lender agreement summaries..

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Cash Flow Not Disclosed
Revenue Not Disclosed

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