Established Tax, Bookkeeping & Payroll Firm

NOT DISCLOSED, Illinois

Asking Price $199,000 Year Established 1992
Annual Revenue $187,450 Reason for Selling Retirement  
Annual P/L $0 Attention Matt Friscia
Annual Cash Flow $130,923 Listing Number 1003770  
# of Employees 1 Business Category Services: Financial, Accounting, Insurance

Business Overview:

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250+ tax returns annually.

Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential.

The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.

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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