Established Tax Client Block – Strategic Carve-Out Opportunity
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Established tax and bookkeeping client block available as a strategic carve-out from a growing niche-focused firm. The book includes approximately 100 individual 1040 clients and 15 entity return clients, generating $93,400 in 2025 revenue. Clients received a pricing adjustment for the 2025 tax season, which helped screen out lower-priced work and improve the quality of the remaining client base.
This is an ideal bolt-on opportunity for a CPA, EA, or small accounting firm seeking established tax revenue with some entity work. Seller is not exiting the profession but narrowing focus around a specialized national niche, creating a clean opportunity for the right buyer to acquire a non-core client segment. There is also a potential, ongoing referral arrangement.
This is an ideal bolt-on opportunity for a CPA, EA, or small accounting firm seeking established tax revenue with some entity work. Seller is not exiting the profession but narrowing focus around a specialized national niche, creating a clean opportunity for the right buyer to acquire a non-core client segment. There is also a potential, ongoing referral arrangement.
Detailed Information
- Years in Operation
- 6
- Facilities & Assets
- Approximately 100 1040 and 15 entity returns totaling $93,400 in 2025 revenue.
About the Sale
- Transition Support
- We use Drake and can transfer the data files.
- Seller Motivation
- Transitioning clients that do not fit our franchise business owner niche.
- Financing
- 40-50% down at closing with remainder at end of first tax season with extension.
Listing Info
- ID
- 2522774
- Listing Views
Listing ID: 2522774 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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