Highly Profitable Tax Prep & Bookkeeping Bus.

Business Overview:

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 Overview
Specializing 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 Highlights
Average Annual Revenue: $226,534
Average SDE: $123,675

Key Strengths

• Over 25 years of proven operational success and deep client loyalty
• Organic growth via referrals, eliminating the need for paid advertising
• Top-tier Google rankings for consistent, cost-free lead generation
• Premium customer service with same-day response times
• Efficient home-based model minimizing overhead costs
• Strategic client selection focused on high-value, profitable accounts
• Proven track record of seamlessly replacing lost clients with superior ones

Transition Support
The 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.

Contact the Seller:

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

Reason for Selling:

Pursuing Representation as an Enrolled Agent (EA). Kindly ask the seller for more information.

Additional Details:

Relevant Links:

• View more North Carolina businesses for sale
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