Well Established Tax Preparation Service

Confidential, VA


Asking Price: Annual Revenue:
$125,000 $140,756

Services: Financial, Accounting, Insurance


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RE: Well Established Tax Preparation Service Broker: Mike Keen

Quick Facts

Asking Price: $125,000
Annual Revenue: $140,756
Net Profit: Not Disclosed
Cash Flow: $63,932
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1991
Employees: Not Disclosed
BBN Listing #: 366538952
Broker Reference #: ROANOVA001-N372

Email or Print Listing

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Business Overview:

Perfect opportunity for a Certified Public Accountant or Enrolled Agent to start or expand their business. The practice has been in business for over 3 decades and currently has 450 clients. Of those clients, about 88% are individual tax returns; 8% are tax returns for partnerships, businesses, and nonprofits; 2% are full bookkeeping clients; and 2% are payroll reporting clients. There’s a steady stream of referrals that creates an excellent opportunity for growth. The current owner is looking to retire and is willing to help facilitate the transition of clients to the purchaser.

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Reason for Selling:

Retirement

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.

Relevant Links:

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