Tax Service & Bookkeeping Business

Business Overview:

Transworld Business Advisors of Northwest Ohio represents a 40+year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This business is profitable and ready for a new owner to take it to the next level. It is an ideal investment opportunity for a strategic buyer lookin to add more clients and revenue to their existing portfolio OR an individual who is financially savvy and looking for an opportunity. This owner has approximately 600 repeat clients every year and processes 1,000 tax returns each year. The community is undergoing a major rebuilding program, which paves the way for additional growth opportunities. The owner turns clients away and has forgone growing the business due to the stage they are at in their personal life.
The business was established in 1983 by the current owner. The owner has built a great reputation in the community, with a loyal customer base, and a smooth operating system that keeps clients coming back every year.
The existing facility is equipped with ample office space, including a walk-in reception area, a reception desk, and two additional private offices, as well as storage space.

The business comes with all office furniture, computers, software, decor, etc. that is used to run the business in its current state
Potential Growth
The current owner believes the best growth opportunity exists by adding bookkeeping work with local and surrounding businesses in the area. They have not marketed, solicited, or grown their bookkeeping business due to the current stage they are in in life.

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