Premier 22-Year Tax & Accounting Firm | Two Offices |Consistent Growth
Business Description
For more than 22 years, this premier tax practice has built an outstanding reputation for professionalism, exceptional client service, and consistent year-over-year growth. Operating from two established office locations, the firm serves a loyal base of individual and business tax clients who return year after year and refer clients, creating a stable foundation of recurring revenue.
The practice's primary focus is tax preparation, presenting a significant opportunity for a new owner to expand revenue by introducing or growing complementary services such as tax planning, bookkeeping, payroll, outsourced CFO services, financial planning, estate planning, business consulting, and other advisory offerings. The existing client relationships provide an exceptional platform for cross-selling additional services with minimal client acquisition costs.
With an established brand, proven operating systems, and a highly recognizable presence in the market, this is an ideal acquisition for an existing accounting firm seeking expansion or an experienced professional looking to acquire a respected, turnkey practice with immediate cash flow.
The owner is committed to ensuring a smooth transition and will provide reasonable transition assistance to support continued success for both clients and the purchaser.
This is a rare opportunity to acquire a well-established, continually growing tax practice with a reputation built over more than two decades. Additional information is available to qualified buyers upon execution of a confidentiality agreement.
The practice's primary focus is tax preparation, presenting a significant opportunity for a new owner to expand revenue by introducing or growing complementary services such as tax planning, bookkeeping, payroll, outsourced CFO services, financial planning, estate planning, business consulting, and other advisory offerings. The existing client relationships provide an exceptional platform for cross-selling additional services with minimal client acquisition costs.
With an established brand, proven operating systems, and a highly recognizable presence in the market, this is an ideal acquisition for an existing accounting firm seeking expansion or an experienced professional looking to acquire a respected, turnkey practice with immediate cash flow.
The owner is committed to ensuring a smooth transition and will provide reasonable transition assistance to support continued success for both clients and the purchaser.
This is a rare opportunity to acquire a well-established, continually growing tax practice with a reputation built over more than two decades. Additional information is available to qualified buyers upon execution of a confidentiality agreement.
About the Business
- Years in Operation
- 21
- Employees
- 3 (2 Full-time, 1 Contractor)
Contractor is seasonal - Market Outlook / Competition
- The firm has built a strong competitive position over the past 22 years through its reputation for professionalism, personalized service, and long-standing client relationships. The tax and accounting industry continues to experience steady demand as individuals and businesses require year-round tax compliance, accounting, payroll, and advisory services. While there are numerous independent preparers and national tax chains, the firm's established brand, loyal client base, two convenient office locations, and consistent referral network have allowed it to grow annually despite competition. The business is well-positioned within its market and enjoys a reputation that new entrants would take years to develop.
- Opportunities for Growth
- Although the firm has experienced consistent year-over-year growth, there remains significant opportunity for expansion under new ownership. Growth avenues include expanding advisory and tax planning services, increasing bookkeeping and payroll offerings, enhancing digital marketing efforts, adding additional professional staff, extending virtual service capabilities, and selectively acquiring smaller tax practices in the surrounding area. The existing infrastructure, established systems, and loyal client base provide an excellent foundation for continued growth without requiring substantial additional investment. The business is well suited for an existing accounting firm seeking expansion or an owner-operator looking to build upon an already successful practice.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 3,000
- Rent
- $3,000.00 per month
About the Sale
- Seller Motivation
- Other Business Opportunities
- Transition Support
- Owner is available for 6 weeks transfer. The business is very straightforward so transfer should be easy. Owner available to stay on for continued consulting for clients.
Listing Info
- ID
- 2523173
- Listing Views
Business Location
Listing ID: 2523173 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.
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