Well established tax firm for sale with over 500K owner cash flow. The firm has a hybrid employee model and serves around 90% of its clients remotely.
As of October 2023, the firm has generated over $1.6 Million in revenue from a range of client services; 3,942 individual tax returns accounted for $1.3 Million of revenue (79%), 300 business and estate returns earned of $252K of revenue (15%), payroll commissions and miscellaneous revenue totaled $91K of revenue (6%).
The Sellers are prepared to assist a Buyer as needed for a smooth transition. Sellers own the building where the business is currently located and are open to either selling or leasing to a Buyer.
The ideal buyer is a CPA or EA with 5 or more years of experience working in a management or ownership role or another tax or wealth advisor firm looking to scale their business and increase their client base.
Sunbelt Listing ID: 54392
Real Estate Available: Yes
Real Estate Included: No
Real Estate Value: $1,000,000.00
Detailed Information:
Lender Prequalified: No
SBA Prequalified: No
Rent: $5,400.00
