Twin Cities Tax & Accounting Portfolio - $1.15M Revenue 59771

NOT DISCLOSED, Minnesota

Asking Price $1,380,000 Year Established
Annual Revenue $1,151,916 Reason for Selling Strategic Divestiture  
Annual P/L Attention Sunbelt Business Advisors
Annual Cash Flow Listing Number 1017022  
# of Employees Business Category Services: Financial, Accounting, Insurance

Business Overview:

Opportunity to acquire an established Twin Cities tax portfolio generating approximately $1.15 million in annual revenue. The portfolio includes approximately 1,000 recurring engagements, consisting of roughly 70% individual returns and 30% business, trust, gift, and related tax work. Average fees are approximately $966 for individual returns and $1,685 for business returns, with a $900 minimum for most individual clients. The practice uses a cloud-based CCH Axcess workflow. No employees are included or available with the portfolio. The ideal buyer is an established CPA or tax firm with sufficient staff, technology, and operational capacity to absorb and service this volume of work effectively. The buyer should ideally be located in the Twin Cities. Listing ID: 59771

Property Features and Assets:

Market Competition and Expansion:

Additional Details:

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

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