Arizona CPA w/Long-term seller support
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Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships, referral-based growth, and personalized advisory service.
Services include:
Individual and business tax preparation
Tax planning and consulting
Partnership and corporate returns
QuickBooks advisory services
IRS correspondence and support
The practice serves a diverse client base across multiple industries, including automotive, service businesses, restaurants, real estate investors, and professional services.
The business operates with established systems including Drake Tax Software, Secure File Pro, QuickBooks Online, DocuSign, and CPA Charge, allowing efficient remote and in-office servicing.
With minimal marketing currently in place, this opportunity offers substantial upside through digital marketing, expanded advisory services, bookkeeping, payroll, and additional staffing.
The seller is committed to supporting a smooth ownership transition and may consider flexible financing structures for qualified buyers.
Services include:
Individual and business tax preparation
Tax planning and consulting
Partnership and corporate returns
QuickBooks advisory services
IRS correspondence and support
The practice serves a diverse client base across multiple industries, including automotive, service businesses, restaurants, real estate investors, and professional services.
The business operates with established systems including Drake Tax Software, Secure File Pro, QuickBooks Online, DocuSign, and CPA Charge, allowing efficient remote and in-office servicing.
With minimal marketing currently in place, this opportunity offers substantial upside through digital marketing, expanded advisory services, bookkeeping, payroll, and additional staffing.
The seller is committed to supporting a smooth ownership transition and may consider flexible financing structures for qualified buyers.
About the Business
- Years in Operation
- 11
- Employees
- 1 Full-time
1 manager - Facilities & Assets
- The business was legally established in Arizona in 2015 and has developed a loyal, recurring client base primarily through word-of-mouth referrals and strong community reputation.
Originally operated independently, the practice expanded in 2022 with the addition of an Enrolled Agent to support growing client demand. The firm has maintained a philosophy centered around quality service, strong communication, thorough client vetting, and long-term relationship management.
The owner intentionally focused on maintaining a manageable, high-quality client portfolio rather than aggressive expansion, contributing to strong retention and operational consistency.
- Market Outlook / Competition
- The practice benefits from:
Long-term recurring client relationships
Strong referral-based reputation
Diverse client base with limited concentration risk
High client retention
Established operational systems
Minimal bad debt history
Efficient workflow processes
Stable recurring annual revenue
Unlike many firms dependent on paid advertising, this business has built its client base organically through trust, responsiveness, and personalized service. The firm’s established systems and loyal clientele provide a strong operational foundation for continued growth and scalability.
- Opportunities for Growth
- Significant growth opportunities exist for a buyer through:
Digital modernization and cloud workflows
Social media and Google Business marketing
Local SEO and community advertising
Expanded bookkeeping and payroll services
Financial planning and advisory services
Additional staffing and preparers
Referral partnerships with attorneys, financial planners, and bookkeepers
The business currently relies almost entirely on referral-based growth with minimal advertising spend, creating substantial upside for a buyer implementing a more proactive marketing strategy.
About the Sale
- Seller Motivation
- retirement
Listing Info
- ID
- 2509562
- Listing Views
Listing ID: 2509562 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.
Businesses for SaleArizona Businesses for SaleArizona Professional Service Businesses for SaleArizona Legal & Accounting Businesses for Sale
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