SWFL Tax & Accounting Practice

Not Disclosed, FL
Lee County

Southwest Florida

Asking Price: Annual Revenue:
$325,000 $311,000

Services: Financial, Accounting, Insurance

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RE: SWFL Tax & Accounting Practice Broker: Steven Niehaus
License #: SL3338271

Quick Facts

Asking Price: $325,000
Annual Revenue: $311,000
Net Profit: $170,000
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: $10,000
Real Estate: Not Disclosed
Year Established: 2010
Employees: 4
BBN Listing #: 63556894
Broker Reference #: 964-21405

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Business Overview:

Established tax and accounting practice servicing approximately 300 clients. The original owner established the business approximately 30 years ago, prior to relocating to Southwest Florida. The Limited Liability Company was established in 2010. The current owner has been with the practice for over 20 years.

This firm is a profitable, reputable, and comprehensive tax and accounting provider. The company primarily serves clients in Florida; however, they also serve a number of clients in and other states.

Services include US Federal tax return preparation (individual, business), state tax returns, payroll tax requirements, accounting, corporate compliance, consulting, etc.

The business has established and loyal relationships with approximately 200 individual clients and 100 business/corporate clients. Approximately 30 clients are based in Indiana.

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

Property Features and Assets:

Office is located in Professional Office Complex. 1,179 square feet. $1,613.00 per month. Expires 2/22/2022.

Market Competition and Expansion:

Tremendous opportunity to take advantage of SWFL population and business growth. Currently, the firm does no advertising or marketing. A website, social media usage could further increase business.

Reason for Selling:

Relocation, other business interest.

Additional Details:

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

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