Seller's Contact Information

  • RE:  Tax Business With Established Clientele!
  • Contact:  Jeff Naylor
Listing Update!
Update: Tax Business With Established Clientele! 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:

This Tax Business is trusted, well-established and has been providing individual income tax preparation services since 1972. Their outstanding reputation is based on the high-quality work they have consistently delivered to their clients, and the majority of their client base has been built through referrals.

This represents an excellent opportunity for an existing tax preparer to expand their clientele or for a new accountant to launch their own business venture with a solid foundation. With an average gross income exceeding $30,000 over the past five years, the right individual has virtually unlimited growth potential!

Market Competition and Expansion:

Unlimited- Growth in area is increasing daily in Arizona.

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

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

Documents:

Relevant Links:

Opportunity Update!

Exciting update: Tax Business With Established Clientele! 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: $65,000

Offer of the Year!

Pueblo, CO
Pueblo County

Tremendous Income!!Receive a phenomenal income as a partial owner or complete owner of a Cannabis Grow Center, and you can do it from the comfort of your home. We have been in the Cannabis industry for over 10 years. Obviously, we are in the top ten percent in the state of Colorado that made it through the pandemic with both dispensaries and grow centers intact. We have 18 grow center licenses and over 165 acres. We have indoor grows, outdoor grows and humidified buildings for storage. We are in the process of selling one of our grow centers. This grow center has a massive plant count to ensure a phenomenal return. The greatest feature of this offer is that we sell to our very own dispensaries, and the price is always guaranteed. Go to our website and take a look for yourself and then give us a call so you can have all of your questions answered. You will be thrilled when you actually hear the plant count, and the projected annual residual income. For as low as $65,000 you can sit on your couch and earn a massive residual income in the lighting fast growing cannabis industry. Don't delay, call today since we believe this offer will not last very long. This is truly a once in a lifetime opportunity.In business timing is everything and today your timing is perfect!We look forward to hearing from you. 800-881-1528 www.CRMFarms.com 

Read More
Cash Flow Not Disclosed
Revenue $3,000,000

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.

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

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

Established Mortgage Brokerage & NJ Correspondent Banker

Not Disclosed, NJ
Not disclosed

Highly established mortgage brokerage with over 25 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across multiple states and holds active wholesale agreements with 20 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 add-on for firms seeking vertical integration to keep mortgage, title, and referral income in-house. A ready-made mortgage arm with instant lender access and licensing.• Regional Mortgage Companies or Correspondent Lenders: Great opportunity to expand into a broker channel and leverage existing multistate licensing and long-standing lender relationships.• New Market Entrants / 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 25-year operating history with brand credibility20 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: To be discussed. This ensures alignment during ramp-up and provides 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.Confirmation that lender contracts are assignable / have clear novation pathsOptional escrow or holdback (6–12 months) to cover any undisclosed liabilitiesNext Steps: Serious, qualified buyers only. NDA required for financials, licensing details, and lender agreement summaries..

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Cash Flow Not Disclosed
Revenue Not Disclosed

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