Highly Profitable Accounting & Tax Firm #67799
Business Description
BUSINESS HIGHLIGHTS:
This Company is a tax and accounting firm that has prepared individual,
corporate and partnership returns for clients since 1947. The Company also
provides bookkeeping services for some of its clients. During their long
operating history, the Company has developed a broad set of capabilities
and has completed work on a variety of projects for its clients.
The Company’s tax services include tax return preparation, tax planning and
the resolution of tax problems. The Company’s bookkeeping arm offers small business
accounting and payroll consulting services.
This Company is a tax and accounting firm that has prepared individual,
corporate and partnership returns for clients since 1947. The Company also
provides bookkeeping services for some of its clients. During their long
operating history, the Company has developed a broad set of capabilities
and has completed work on a variety of projects for its clients.
The Company’s tax services include tax return preparation, tax planning and
the resolution of tax problems. The Company’s bookkeeping arm offers small business
accounting and payroll consulting services.
About the Business
- Years in Operation
- 78
- Number of Employees
- 8
- Currently Relocatable
- Yes
- Facilities & Assets
- The Company’s leases two office locations from a related third party.
- Market Outlook / Competition
- Customer Loyalty and Repeat Business: The Company's tax and accounting client
relationships tend to be ‘sticky’ as clients are reluctant to switch providers once they
establish working relationships. Tax and accounting professionals develop in-depth
understanding of their client’s financial history, tax strategies and business operations –
making transitions difficult. One evidence of this customer loyalty is the Company’s rate of
repeat business. The Company management estimates that approximately 95% of its clients
return every year. - Opportunities for Growth
- > Increase Marketing
> Cryptocurrency Taxes
> Additional Locations
> Leverage Current AI Initiative
About the Sale
- Seller Motivation
- Seller would like to focus on other life objectives
- Transition Support
- Seller will provide whatever support and training is necessary for a proper transition.
Listing Info
- ID
- 2383707
- Listing Views
- 475
Attached DocumentsAttachment Disclaimer
Listing ID: 2383707 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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