Highly Profitable Cloud-Based Tax Firm (North of Boston)
Business Description
The firm occupies a strategic position in a highly profitable niche, providing services to clients across the country. The firm has developed a robust referral network that consistently generates more engagements than it can accept. Growth has been intentionally limited by current team capacity—but the foundation for expansion is firmly in place. The sale is driven by the owner’s planned retirement, with reasonable transition support offered to ensure a smooth handover.
Highlights
-Cloud-based firm, secure and no in-person client visits (Office maintained as work space)
-High Fees: Minimum fee is $1,500
-Employees in place – CPA Manager + Admin Staff
Highlights
-Cloud-based firm, secure and no in-person client visits (Office maintained as work space)
-High Fees: Minimum fee is $1,500
-Employees in place – CPA Manager + Admin Staff
About the Business
- Employees
- 2 (2 Full-time)
- Facilities & Assets
- The office space is owned by the seller and may be available for lease to the buyer.
- Opportunities for Growth
- Growth has been intentionally limited by current team capacity—but the foundation for expansion is firmly in place.
Real Estate
- Owned or Leased
- Leased
About the Sale
- Seller Motivation
- Planned Retirement
- Transition Support
- The owner will provide reasonable transition support to ensure a smooth handover.
Listing Info
- ID
- 2431100
- Listing Views
Listing ID: 2431100 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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