For Sale: Established and Profitable Tax Preparation Book of Business
Are you looking for an opportunity to expand your tax preparation business? Or thinking of adding tax prep to your bookkeeping/accounting practice? We are offering an established tax prep loyal client base. The owner is a CPA/EA with a strong reputation for accuracy and reliability who desires to focus solely on tax resolution and tax court practice.
Business Overview:
+ Location: Santa Cruz County
+ Asking Price: $115,000
+ Annual Revenue: $95,000 (anticipated 2025)
+ Client Base: 120, majority being individual tax returns
Why This Business?
+ Loyal Clientele: Long-term relationships with clients who return year after year.
+ Opportunity to Add Revenue and Services: In addition to tax preparation, each client provides an opportunity for you to provide tax consulting, accounting or other related services.
+ Expand Your Base, Not Your Overheads: You can add new business without taking on any new overheads, such as the office space, equipment or other costs.
+ Active Transition Support: The owner is prepared to work cooperatively with you to ensure a smooth transition of the accounts.
+ Partnership Opportunity: The owner is open to other creative working relationships or partnering for mutual benefit.
Next Steps: If you are looking for a well-established tax preparation client base with a strong foundation and significant growth potential, this is your chance! Don't miss out on this fantastic opportunity.
For more information and to schedule a confidential discussion, please contact Carmel Business Sales.
