Location: Arizona (Confidential) Asking Price: $495,000, 2026 Revenue (Through June 15): $314,565 Projected 2026 Revenue: $375,000. Returns Through June 376. Projected Returns: 400–415 Average Fee: ~$875–$900
Long established, 30 year old tax preparation and advisory practice, with a loyal client base. Clients prefer personal contact, and many have been with the practice for 10–25 years. Approximately 100 returns per year are mailed or hand delivered.
This is a retirement level practice with short hours, strong pricing, and exceptional cash flow. Ideal for a CPA or EA seeking a stable turnkey book of business, with built in growth opportunities.
Key Highlights
• Mostly personal and some Sub S Corporation returns are prepared in one sitting. with the client present
• Clients typically receive their completed personal returns during the appointment
• 45 minute average prep time for personal returns
• Professional but relaxed environment (not suit and tie)
• Lacerte tax software
• New computers using Windows 11
• Strong advisory revenue at $375/hour
• Minimal overtime
• 100+ clients mail or drop off documents annually
2026 Revenue Breakdown (Through June 15)
• Personal Returns: $215,202 (315 returns)
• Sub S Corporations: $87,125 (52 returns)
• Partnerships: $6,633 (6 returns)
• Fiduciary Returns: $5,605 (3 returns)
Total through June 15: $314,565
Workload & Schedule
Tax Season:
• 8:30 AM – ~3:00 PM
• No Saturdays
• Very little overtime
After April 15:
• Tue–Thu, 8:30 AM – 11:30 AM
Despite this relaxed schedule, the practice consistently produces $350k+ annually.
Growth Opportunities
The practice farmed out bookkeeping and payroll, even though clients regularly requested these services. A buyer could easily add:
• Monthly bookkeeping
• Payroll
• Additional advisory services
Estimated growth potential: $50,000+ annually.
Transition
Sellers will provide 30 days of transition support.
Reason for Sale
Owners are retiring after 30+ years at this practice.
Next Steps
Serious buyers should only apply. A signed Confidentiality Agreement (NDA), Buyer Financial Capability Form, and Verified proof of funds form will be supplied.
Principals only