South Metro Tax and Accounting Firm – TTM 400K+ Revenue
Business Description
Longstanding tax and accounting firm for sale that provides individual and business tax preparation, accounting services, and new business consulting. The firm’s average 1040 rates in 2024 are $790 per return, which accounts for about 70% of firm revenue. Meanwhile, the average business client’s annual fees are $4,500, which generates about 20% of firm revenue. Trust and Estate returns average $1,000. The Seller’s goal is to transition the business over the next tax season, then retire. Their long-time CPA and administrative employees are interested in working for a Buyer.
Ideal buyer: CPA or EA with 5+ years in a management or ownership role, or another CPA firm or wealth manager aiming to scale and increase its client base.
Sunbelt Listing ID: 55838
Ideal buyer: CPA or EA with 5+ years in a management or ownership role, or another CPA firm or wealth manager aiming to scale and increase its client base.
Sunbelt Listing ID: 55838
About the Business
- Years in Operation
- 37
- Employees
- 2
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 959
About the Sale
- Seller Motivation
- Retirement
- Financing Options
- Down payment of $50,000. Seller financing available to a qualified buyer.
Listing Info
- ID
- 2288755
- Listing Views
- 1916
Listing ID: 2288755 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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