Tax Preparation and IRS Representation Firm in Dallas / Ft. Worth

Asking Price$172,500

Cash Flow
$91,489
(Seller's Discretionary Earnings)
EBITDANot Disclosed

Gross Revenue$199,184

Inventory$26,158
Included in asking price
FF&E$5,000
Included in asking price
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Tax Preparation and IRS Representation Firm in Dallas / Ft. Worth


Asking Price$172,500

Cash Flow
$91,489
(Seller's Discretionary Earnings)
EBITDANot Disclosed

Gross Revenue$199,184

Inventory$26,158
Included in asking price
FF&E$5,000
Included in asking price
Business Description
Established in 2013, this well-respected tax preparation and IRS representation firm has built a loyal client base and a strong reputation for translating complex IRS legalese into plain language. With approximately 80% individual and 20% commercial clients, the company generates revenue through tax preparation (75%), IRS representation (20%), and payroll services (5%). The business stands out for its exceptional one-on-one customer service, years of professional experience, and systems that allow it to operate smoothly with minimal owner involvement. Clients range from individuals to businesses, with average tax prep fees of $600 and some high-value engagements up to $10,000. The practice employs credentialed staff, including an IRS-enrolled tax professional, and utilizes modern software systems such as QuickBooks, ADP, Drake, and Canopy for efficient client management. Growth opportunities include expanding into payroll, bookkeeping, and leveraging online marketing to attract new clients as IRS-related needs continue to rise nationwide. With consistent profitability, low overhead, and room for expansion, this firm offers an excellent opportunity for an EA, CPA, or entrepreneurial buyer seeking a scalable, client-focused financial services business.
About the Business
Years in Operation
12
Real Estate
Owned or Leased
Leased
Building Sq. Ft.
1,300
Rent
$1,142.00 per month
About the Sale
Seller Motivation
Retirement
Transition Support
2 Weeks
Listing Info
ID
2440746
Listing Views

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Business Listed by: J. Darrow Graham Transworld Business Advisors Grapevine

Listing ID: 2440746 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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