Tax Prep Firm

Tampa, FL
Hillsborough County


Asking Price: Annual Revenue:
$10,000,000 $2,375,000

Services: Financial, Accounting, Insurance


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RE: Tax Prep Firm Broker: Curtis Stokes

Quick Facts

Asking Price: $10,000,000
Annual Revenue: $2,375,000
Net Profit: $2,180,000
Cash Flow: $2,180,000
Total Debt: Not Disclosed
FF&E: $1,500
Real Estate: Not Disclosed
Year Established: 1956
Employees: 25
BBN Listing #: 803855271
Broker Reference #: 456987

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Business Overview:

65 year old tax preparation firm completing approximately 3,800 tax returns annually. The owner is looking to semi -retire. The firm completes taxes in 22 states. The average price for a personal return is $580 and the price for a small business return is $680-$700 per return. The mix of business to personal is 60/40. The clients mostly 2/3 pay for returns thru tax returns and 1/3 pay up front for services.

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Reason for Selling:

Semi-retire

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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