This is a rare opportunity to acquire a well-established, fully remote tax preparation business with a proven track record of consistent income and strong client retention.

The business has been operating for 5 years and includes 80+ loyal, returning clients who generate approximately $56,000 in gross revenue and ~$40,000 in seasonal profit. The average client pays around $500, with many returning year after year and referring new clients.

This is a turnkey operation ideal for an experienced tax preparer or a business owner looking to step into a ready-made system without the time and cost of building from scratch.

What makes this opportunity unique is not just the client base, but the infrastructure and relationships already in place. The business includes established banking relationships that provide access to valuable financial tools such as client cash advance programs, pre-season funding, and fee advance options. These features typically take years to qualify for and can significantly increase client satisfaction and business revenue.

The upcoming tax season software is already paid for (approximately $699 value), allowing the new owner to begin operating immediately without additional upfront costs.

A smooth transition is a priority. The seller will assist with client communication and onboarding to ensure continuity and retention. Clients will be introduced to the new owner in a way that maintains trust and keeps the process seamless.

Additionally, the business includes a proven referral system that has consistently generated new clients each year. This system can be continued or expanded to further grow the business.

There is significant opportunity for expansion. A new owner can increase pricing, add additional services such as bookkeeping or financial consulting, run paid marketing campaigns, or hire additional preparers to scale beyond the current client base.

This business is best suited for:

An existing tax preparer looking to instantly increase income
A small firm looking to expand its client base
An entrepreneur entering the tax industry with a strong foundation

The owner is selling to pursue other business opportunities and is looking for a serious buyer who can take over and continue serving this loyal client base.

This is a high-margin, low-overhead business that can realistically allow the buyer to recover their investment within 1–2 tax seasons.

Serious inquiries only.