Established in 2024, this tax preparation service has already achieved strong first-year sales and is well-positioned for continued growth. Built on modern systems and efficient processes, the business offers an excellent foundation for a new owner to scale quickly.

The company serves a loyal and growing client base in an area with high demand for tax, bookkeeping, and related financial services. The owner is open to selling this business either as part of a package with another established tax preparation firm or on a standalone basis.

Highlights:

Newly established but already generating respectable revenue.

Fully equipped with software and processes for efficient operations.

Excellent opportunity for an industry buyer or first-time owner looking for a clean, scalable operation.

Can be combined with a second tax business for a larger footprint and immediate client base.

This is a rare opportunity to step into a fresh, compliant tax practice with no legacy issues and a trajectory of growth.

An ideal fit for a buyer who values people-focused work, deep roots in the community and wants to step into a turnkey operation.

This is a great opportunity for an owner-operator to continue growing the business or for an existing firm to expand into a high-demand market.

Please refer to listing #0101-800349 and ask for *Marc Stein when inquiring.