Highly Profitable Tax and Bookkeeping Practice

Not Disclosed, CA
Tuolumne County

Asking Price: Annual Revenue:
$375,000 $423,000

Services: Financial, Accounting, Insurance

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RE: Highly Profitable Tax and Bookkeeping Practice Broker: Jay Grover

Quick Facts

Asking Price: $375,000
Annual Revenue: $423,000
Net Profit: Not Disclosed
Cash Flow: $200,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: 6
BBN Listing #: 873356818
Broker Reference #: 16754-980375

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Business Overview:

Discounted to sell quickly. Owner wants to sell before the 2023 tax season begins.

Annual revenue $425,000.00. Sale price $375,000.00. SBA financing available with adequate down payment and qualifications. Must be licensed CPA or Enrolled Agent. The practice could potentially be relocated.

Practice is in a rural community, but has clients throughout California. The practice was started in 1994. The practice Completes 550 tax returns including Personal Returns, Partnership Returns, C Corporations, S-Corporations, LLCs and Trust Returns. There are numerous bookkeeping clients. Since Covid, most clients transmit data electronically or by mail. The principal estimates they are receiving request for new tax clients and/or bookkeeping clients at the rate of 1 to 2 a week. Therefore, there is plenty of growth opportunity. Financial statement preparation can easily be added to this practice, as well as, financial planning. The owner will stay on to assure a smooth transition with the clientele, working 20 hours a week.

Experience the quality of life that is found in a small town. Make a large income while enjoying being self-employed. The tax software and office lease are transferable.

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Reason for Selling:


Additional Details:

  • The property is leased.
  • The owner is not 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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