Turnkey Tax Preparation Book of Business - 450 Cl

NOT DISCLOSED, Massachusetts

Asking Price $90,000 Year Established
Annual Revenue $79,650 Reason for Selling Pursuing Other Opportunities  
Annual P/L $0 Attention Daniel Hartnett
Annual Cash Flow $0 Listing Number 1003280  
# of Employees Business Category Services: Financial, Accounting, Insurance

Business Overview:

A well-established tax preparation book of businessĀ is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes approximately 450 individual clients with long-term loyalty and strong ties to the local community.

This book of business features documented processes, consistent annual demand, and reliable client relationships, allowing for a smooth transition and minimal ramp-up time. The current operator is committed to supporting the buyer during the transition period to ensure continuity and client retention.

Ideal for an accounting professional or firm seeking to grow their client base through a stable, relationship-driven portfolio with room for service and revenue expansion.

Property Features and Assets:

Market Competition and Expansion:

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

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