An exceptional opportunity to acquire a highly profitable, nationally recognized tax franchise generating $1.3 million in annual revenue and normalized Seller's Discretionary Earnings of $470,000 annually.

This is a retirement-driven sale, and the seller is committed to completing a successful transition, providing valuable continuity for clients, staff and the successful purchaser.

The business has built an outstanding reputation over many years and enjoys an exceptionally loyal client base, with approximately 85–89% repeat customers each year. In addition to personal income tax preparation, the practice also provides corporate tax, bookkeeping and U.S. tax services, offering a diverse range of professional services that require specialized expertise and cannot simply be replaced by do-it-yourself tax software.

An experienced team and proven operating systems are already in place, allowing a purchaser to step into a well-established operation with recurring revenue and excellent cash flow. The current owner is prepared to remain during the transition period to assist with client relationships, tax preparation and knowledge transfer, ensuring a seamless handover.

The commercial property occupied by the business is also available for purchase, presenting buyers with the opportunity to acquire both a thriving business and a quality real estate investment.

There are numerous opportunities for future growth, including expanding bookkeeping services, corporate tax preparation, U.S. tax services and local marketing initiatives to further increase revenue and profitability.

Business Highlights
-Nationally recognized tax franchise.
-Approximately $1.3 million in annual revenue.
-Normalized SDE of $470,000 annually.
-85–89% repeat client base.
-Multiple revenue streams including personal tax, corporate tax, bookkeeping and U.S. tax preparation.
-Experienced staff and established operating systems.
-Seller committed to completing a successful transition.
-Commercial real estate available for purchase.
-Significant growth opportunities.
-Retirement driven sale.
-Buyer financing support We work closely with lenders to help qualified buyers secure funding