Established Scottsdale Tax Practice — High Margin — Owner Retiring
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This is a rare opportunity to acquire a well-established tax practice in one of the Phoenix area's most desirable, fast-growing markets. The firm has built a strong reputation over many years, generating consistent, high-quality revenue almost entirely from repeat clients and referrals with virtually no active marketing in place. The owner is retiring and seeking a qualified buyer to carry the practice forward.
Financial Highlights:
Revenue: $119,275 (2024) → $124,845 (2025) → $133,560 (2026), consistent year-over-year growth
Annual operating expenses (excluding occupancy): under $7,000 — software, insurance, client portal, and office supplies
Seller's Discretionary Earnings: approximately $112,000–$127,000 depending on year
Owner-operated with no staff; estimated workload is approximately 500 hours per season (28 days in-office at 10 hrs/day during peak season, plus ~150 hours remote)
This is an exceptionally lean, high-margin operation well suited to an owner-operator looking to expand their book of business with opportunity to cross sell services as well
Detailed tax return and financials will be made available in person to qualified buyers following a vetting/NDA process.
Seller owns the building the practice occupies. No lease in place currently. He is open to negotiate leasing the space back in the sale if desired.
Financial Highlights:
Revenue: $119,275 (2024) → $124,845 (2025) → $133,560 (2026), consistent year-over-year growth
Annual operating expenses (excluding occupancy): under $7,000 — software, insurance, client portal, and office supplies
Seller's Discretionary Earnings: approximately $112,000–$127,000 depending on year
Owner-operated with no staff; estimated workload is approximately 500 hours per season (28 days in-office at 10 hrs/day during peak season, plus ~150 hours remote)
This is an exceptionally lean, high-margin operation well suited to an owner-operator looking to expand their book of business with opportunity to cross sell services as well
Detailed tax return and financials will be made available in person to qualified buyers following a vetting/NDA process.
Seller owns the building the practice occupies. No lease in place currently. He is open to negotiate leasing the space back in the sale if desired.
About the Business
- Years in Operation
- 43
- Currently Relocatable
- Yes
- Currently Home Based
- Yes
- Facilities & Assets
- The practice is located in a highly sought-after area of Scottsdale, offering excellent visibility, accessibility, and proximity to surrounding residential and commercial hubs. The office is situated within a professional setting that aligns well with the firm’s established, high-trust client base.
The lease terms are favorable and provide a strong cost structure relative to the market, supporting healthy margins and long-term stability. Combined with the desirable location, the facility offers an ideal environment for continued operations as well as future expansion. - Website
- https://borderlessbrokers.org/business-73/
- Market Outlook / Competition
- The practice is strategically located in Scottsdale, one of Arizona’s most affluent and fastest-growing communities. The area continues to attract new residents, professionals, retirees, and business owners, creating consistent demand for tax, accounting, and financial services. Over the past two decades, the firm has built a strong reputation and loyal client base through exceptional service, generating business almost entirely from repeat clients and referrals. With no marketing efforts currently in place, the practice has a strong competitive position based on its established relationships and reputation within the community.
- Opportunities for Growth
- This business presents significant opportunities for future growth. A new owner could accelerate client acquisition through targeted marketing campaigns, digital advertising, search engine optimization, and strategic networking efforts. Additional expansion opportunities include hiring support staff and broadening service offerings beyond tax preparation into bookkeeping, accounting, payroll, and business advisory services. With a proven foundation, strong community presence, and a growing Scottsdale market, the practice is well-positioned for substantial revenue and client growth under an expansion-focused owner.
Real Estate
- Owned or Leased
- Owned
- Not included in asking price
About the Sale
- Seller Motivation
- Retiring
- Transition Support
- To help preserve the firm's strong reputation and client retention, the owner is willing to stay on during a transition period and provide training, introductions, and ongoing support. Details to be negotiated.
Listing Info
- ID
- 2520260
- Listing Views
- 30
Listing ID: 2520260 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.
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