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Located in the beautiful Boulder, Colorado, area
Could be virtualized: 90% of clients use the firm portal and very few clients meet in person
50% of revenue is recurring monthly work, and 50% of revenue is from tax preparation services
Average 1040 fees are over $1,000; no single client represents over 5% of revenue
Well-staffed
UltraTax
3,000 square foot beautiful office in class A professional building (second floor with elevator). The office is located in a highly desirable area with 7 private offices plus large reception and 7 additional cubicles in a large common area and a conference room. The current lease runs through 5/31/27. FF&E Available separately for purchase.
Good!
Owner wishes to pursue other business interests.
Seller is eager to assist in transitioning clients and staff to new owner.
