Hot Listing
Virtual Tax Planning Firm Specializing in Realtors
Business Description
Established in 2017, this fully virtual accounting firm focuses on tax planning services tailored for real estate professionals. We have a loyal client base of approximately 150 clients, mostly S-Corps with personal tax returns, along with a few bookkeeping clients. Our firm has averaged $500k in gross revenue annually
About the Business
- Years in Operation
- 8
- Number of Employees
- 5
- Currently Relocatable
- Yes
- Currently Home Based
- Yes
- Facilities & Assets
- Technology: We use Proconnect for tax preparation and TaxDome for our client portal. We set clients up on Gusto for payroll and QBO for bookkeeping, which clients pay directly for.
Marketing: Marketing was turned off in 2023 to focus on serving existing clients due to staffing constraints, presenting significant growth potential.
Operations: 100% virtual, with a streamlined process for managing clients remotely. - Market Outlook / Competition
- This firm presents an incredible opportunity for an established accounting firm to expand or for a tax professional looking for a niche market to enter. It has a solid reputation, a dedicated client base, and excellent growth potential with marketing reactivation.
- Opportunities for Growth
- Marketing: Marketing was turned off in 2023 to focus on serving existing clients due to staffing constraints, presenting significant growth potential.
Operations: 100% virtual, with a streamlined process for managing clients remotely.
About the Sale
- Seller Motivation
- Step away to become mor actively involved with young children
- Transition Support
- I would prefer to sell outright so I can truly step away for a bit, but my main priority is ensuring a smooth transition for all parties, especially the clients. I’m willing to stay involved as long as needed or help with the transition process in whatever way is necessary.
- Financing Options
- SBA
Listing Info
- ID
- 2401620
- Listing Views
- 575
Listing ID: 2401620 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.
