Established Tax Prep & Multi-Service Business - SBA Preapproved
Business Description
Price Dropped for a quick sale.
Recession-Resistant Tax & Multi-Service Business for Sale | SBA Pre-Approved
Looking for a steady, low-risk business with consistent income, loyal clients, and year-round service potential? This established tax and financial services firm presents a prime opportunity for an EA, CPA, or entrepreneur seeking a turnkey operation with multiple revenue streams and room for growth. SBA pre-approved with as little as 10%-20% down.
Business Overview:
With decades of trusted service, this firm has built a strong reputation in the community by providing comprehensive financial support to individuals and small businesses alike.
The business offers a full suite of services, including:
- Tax Preparation (Individual & Business)
- Bookkeeping & Payroll
- Business Consulting & Licensing
- Notary & Money Transfer Services
- Certified Tax Preparer Training
- Newly Approved DMV Registration Services
These in-demand, recurring services provide stability and strong cash flow, regardless of economic cycles.
Key Highlights:
- Recession-resistant industry with high client retention
- Multiple revenue streams across financial, legal, and consulting verticals
- Fully equipped office – all FF&E included with a favorable lease
- Turnkey operation – experienced team in place and seller support post-sale
- SBA pre-approved – financing available with a low down payment
Why Buy This Business?
This is a rare opportunity to step into a well-established business with strong community ties, consistent cash flow, and significant potential for expansion—particularly through marketing, digital services, or scaling the DMV and business licensing offerings. The seller is transitioning to other ventures and is committed to providing training to ensure a smooth handover.
Perfect for:
- Enrolled Agents (EAs)
- CPAs
- First-time buyers looking for a reliable, service-based business
- Entrepreneurs seeking a low-risk investment with growth potential
FAQs:
- Do you have to be a CPA to purchase this Business?
Ans: No you do not need to be a CPA.
- What is the current setup of the business?
Ans: The business is currently fully owner operated. By increasing the topline, this could be converted into a semi-absentee or fully absentee owned business with trained staff running the show.
There is also a company branded vehicle that could be purchased with the business for additional cost.
Please reach out for more info. NDA is required
Recession-Resistant Tax & Multi-Service Business for Sale | SBA Pre-Approved
Looking for a steady, low-risk business with consistent income, loyal clients, and year-round service potential? This established tax and financial services firm presents a prime opportunity for an EA, CPA, or entrepreneur seeking a turnkey operation with multiple revenue streams and room for growth. SBA pre-approved with as little as 10%-20% down.
Business Overview:
With decades of trusted service, this firm has built a strong reputation in the community by providing comprehensive financial support to individuals and small businesses alike.
The business offers a full suite of services, including:
- Tax Preparation (Individual & Business)
- Bookkeeping & Payroll
- Business Consulting & Licensing
- Notary & Money Transfer Services
- Certified Tax Preparer Training
- Newly Approved DMV Registration Services
These in-demand, recurring services provide stability and strong cash flow, regardless of economic cycles.
Key Highlights:
- Recession-resistant industry with high client retention
- Multiple revenue streams across financial, legal, and consulting verticals
- Fully equipped office – all FF&E included with a favorable lease
- Turnkey operation – experienced team in place and seller support post-sale
- SBA pre-approved – financing available with a low down payment
Why Buy This Business?
This is a rare opportunity to step into a well-established business with strong community ties, consistent cash flow, and significant potential for expansion—particularly through marketing, digital services, or scaling the DMV and business licensing offerings. The seller is transitioning to other ventures and is committed to providing training to ensure a smooth handover.
Perfect for:
- Enrolled Agents (EAs)
- CPAs
- First-time buyers looking for a reliable, service-based business
- Entrepreneurs seeking a low-risk investment with growth potential
FAQs:
- Do you have to be a CPA to purchase this Business?
Ans: No you do not need to be a CPA.
- What is the current setup of the business?
Ans: The business is currently fully owner operated. By increasing the topline, this could be converted into a semi-absentee or fully absentee owned business with trained staff running the show.
There is also a company branded vehicle that could be purchased with the business for additional cost.
Please reach out for more info. NDA is required
About the Business
- Years in Operation
- 15
- Number of Employees
- 0
- Facilities & Assets
- Office located in a great busy area. Low rent and great lease.
All FF&E are included in the sale price. - Opportunities for Growth
- With a recent approval from DMV to do car registrations and issue license plates, this business is expected to more than double its revenue.
About the Sale
- Seller Motivation
- Other Business Interest
- Transition Support
- Extensive and detailed training and support available by the seller to ensure a smooth takeover.
Listing Info
- ID
- 2359881
- Listing Views
- 802
Listing ID: 2359881 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
Businesses for SaleConnecticut Businesses for SaleConnecticut Professional Service Businesses for SaleConnecticut Legal & Accounting Businesses for Sale
