Hot Listing
Established CPA Firm and Tax Preparation Business for Sale
Share on Facebook 
Post to X 
Share on LinkedIn 
Share on Reddit Business Description
Established CPA Firm and Tax Preparation Business for Sale
Well-established and highly profitable accounting and tax practice with a strong, referral-driven client base. This firm generates approximately $1.7M in annual revenue with ~$580K in Seller’s Discretionary Earnings, supported by a high client retention rate.
The business offers a balanced mix of tax preparation and bookkeeping, creating both seasonal spikes and consistent year-round revenue. Operations are supported by an experienced team handling day-to-day work, allowing for a smooth transition and scalability under new ownership.
Growth has been driven almost entirely by word-of-mouth, leaving significant upside through marketing, expanded services, and pricing optimization. Clean financials, established systems, and a stable lease in place.
Seller is retiring and willing to provide transition support up to multiple years if needed.
The business offers a balanced mix of tax preparation and bookkeeping, creating both seasonal spikes and consistent year-round revenue. Operations are supported by an experienced team handling day-to-day work, allowing for a smooth transition and scalability under new ownership.
Growth has been driven almost entirely by word-of-mouth, leaving significant upside through marketing, expanded services, and pricing optimization. Clean financials, established systems, and a stable lease in place.
Seller is retiring and willing to provide transition support up to multiple years if needed.
About the Business
- Years in Operation
- 13
- Employees
- 11 (9 Full-time, 2 Part-time)
- Facilities & Assets
- The business operates from a professionally maintained office space of approximately 2,696 square feet under a lease extending through February 2030, with one five-year renewal option available. Monthly base rent is approximately $6,200 with additional CAM charges. The lease is transferable with no transfer fee. The facility includes standard office infrastructure, computers, printers, and organized workspaces supporting efficient daily operations.
- Market Outlook / Competition
- The business operates within the accounting and tax services industry, characterized by consistent demand and regulatory-driven necessity. The market is fragmented, with independent firms competing alongside larger organizations. This firm differentiates itself through long-standing client relationships, referral-based growth, and personalized service. Competition exists, but the firm’s reputation and recurring client base provide a stable competitive position.
- Opportunities for Growth
- Growth opportunities include expanding recurring bookkeeping services to increase predictable revenue, implementing strategic pricing adjustments to improve margins, and increasing operational capacity through additional staffing and delegation. Additional upside exists through advisory and add-on services, as well as deeper engagement with existing clients. These initiatives are supported by existing infrastructure and client demand already present within the business.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 2,696
- Rent
- $7,200.00 per month
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- The seller is committed to providing transition support for up to two years to ensure continuity and a smooth ownership transfer. This includes guidance on client relationships, operational processes, and oversight functions. The structured team and established systems allow a new owner to integrate effectively while maintaining service quality and operational stability.
Listing Info
- ID
- 2495249
- Listing Views
- 28
Listing ID: 2495249 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
Similar Listings
