Grossing $457,239 | Bank & Seller Financing Available for Qualified Buyers

This well-established tax and accounting practice has built a loyal, geographically diverse client base over nearly two decades of ownership. The firm has developed deep expertise in a specialized segment of individual tax preparation, complemented by payroll services for nonprofit and religious organizations, along with a modest volume of corporate, fiduciary, and information return work.

A large majority of client work is received and delivered through a secure digital client portal, making this practice highly flexible for relocation and well-suited to a buyer outside the immediate area. Client relationships are exceptionally durable, built entirely through word-of-mouth referrals with no active marketing or advertising spend to date, pointing to strong organic growth potential for a buyer willing to invest in outreach.

Key Highlights:

Turnkey operation with experienced staff in place for a smooth transition
Diversified revenue mix: individual tax, business tax, payroll, and other services
Loyal client base built entirely through word-of-mouth referrals
Digital portal-based workflow allows for flexible relocation
Strong organic growth potential with no current marketing spend
Up to 90% bank and seller financing available for qualified buyers
Seller available for a reasonable transition period

This is a confidential business sale. The name of the business will not be disclosed, and further details will be furnished to qualified buyers upon execution of a Non-Disclosure Agreement. There is no fee to register as a buyer.