This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation, bookkeeping, payroll, and business consulting.

With an established large recurring book of business and minimal overhead, this is an excellent opportunity for an owner-operator or strategic buyer seeking a scalable, recession-resistant service business. The current owner has built a highly efficient operation and is willing to support a smooth transition. The owner would be willing to stay on up to 20 hours per week for one year or longer. Seller currently takes 8 weeks’ vacation a year and only works 20 hours per week.

Business Highlights:
- Established since 1987 and has a strong reputation for accounting, tax, and business consulting services
- Book of business with approximately 250 active clients.
- Core services include tax preparation, bookkeeping, payroll, and business advisory services
- Strong growth potential with no current advertising or marketing efforts
- Efficient cost structure using an experienced staff of 6 employees, full-time and 2 part-time, in place and expected to remain with new ownership.

This is an ideal opportunity for an accountant, tax professional, or investor seeking a turnkey operation with stable cash flow, loyal clients, and substantial upside through marketing and expansion.


Breakdown of sales:
Personal and Corporate tax returns 45%
Monthly / Quarterly billings 30%
Other 25%