Established Accounting and Tax Services Firm | Multicultural Clients
Business Description
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 a strong focus on serving Latino and bi-cultural business communities through culturally aware, professional services.
With an established online presence, a 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.
Business Highlights:
- Established website and strong reputation for accounting, tax, and business consulting services
- Book of business with approximately 1,200 active clients, plus significant seasonal tax 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 experienced contract professionals, resulting in approximately $70K in additional net savings
- Two experienced employees in place and expected to remain with new ownership
- Bilingual capability is beneficial but not required for ownership
- Owner willing to stay on to train and ensure a seamless transition
- Seller financing and partnership opportunities considered
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.
With an established online presence, a 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.
Business Highlights:
- Established website and strong reputation for accounting, tax, and business consulting services
- Book of business with approximately 1,200 active clients, plus significant seasonal tax 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 experienced contract professionals, resulting in approximately $70K in additional net savings
- Two experienced employees in place and expected to remain with new ownership
- Bilingual capability is beneficial but not required for ownership
- Owner willing to stay on to train and ensure a seamless transition
- Seller financing and partnership opportunities considered
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.
About the Business
- Years in Operation
- 36
- Employees
- 2 Full-time
Real Estate
- Owned or Leased
- Leased
- Rent
- $1,365.00 per month
Listing Info
- ID
- 2473752
- Listing Views
- 63
Listing ID: 2473752 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.


