Tax Preparation and Accounting Services Firm is Back on the Market
Business Description
Founded in the 1960s in Middlesex County, MA, this established firm has built a strong reputation for delivering dependable tax filing, bookkeeping, and accounting services to small and mid-sized businesses. Over the decades, it has evolved into a trusted financial partner, known for its commitment to accuracy, reliability, and long-term client relationships.
The firm offers a year-round approach to tax strategy, helping clients optimize savings and reduce tax obligations through proactive planning. Its bookkeeping services include managing vendor payments, handling deposits, processing payroll, and reconciling accounts. On the accounting side, the team provides comprehensive support for day-to-day financial operations and long-term business growth.
In addition to business services, the firm also offers individual tax return assistance, with many clients returning year after year thanks to the personalized attention and consistent quality of service.
The firm offers a year-round approach to tax strategy, helping clients optimize savings and reduce tax obligations through proactive planning. Its bookkeeping services include managing vendor payments, handling deposits, processing payroll, and reconciling accounts. On the accounting side, the team provides comprehensive support for day-to-day financial operations and long-term business growth.
In addition to business services, the firm also offers individual tax return assistance, with many clients returning year after year thanks to the personalized attention and consistent quality of service.
About the Business
- Years in Operation
- 58
- Number of Employees
- 5
- Opportunities for Growth
- To facilitate sustainable growth, the firm may consider enhancing its marketing initiatives and expanding its team of tax professionals. These measures would increase brand visibility and client capacity while preserving the integrity of its core service offerings. Additionally, broadening the scope of services to include Certified Public Accountant (CPA) advisory functions and establishing strategic alliances with legal professionals, insurance advisors, and real estate agents could generate new revenue streams and reinforce client relationships. Collec
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- The seller will provide training and support to ensure a smooth transition.
- Financing Options
- A qualified buyer can obtain an SBA 7A loan with 10% down payment for the business.
Listing Info
- ID
- 2303113
- Listing Views
- 952
Listing ID: 2303113 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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