Tax Preparation Business for sale

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Well established business - needing new owner immediately

Business Description

Motivated buyers: Well established tax preparation business since 1980
Owned and operated by my husband who suddenly passed away.
I am looking for an excellent tax preparer with integrity to take over the clients immediately.
All records for past few years on Ultratax (can put on a flash drive) and have paper records as well.
Many clients have called and emailed and are looking to me for a recommendation.
The work was performed primarily virtually with very few face to face consultations.
Less than five businesses and less than twenty out - of - state tax returns (these are approximations).
Primarily personal tax preparation.
This is really combined clients from two practices, as my Father-in-law passed away two years ago and my husband took over his clients for the last two years.
Asking price low - or negotiable - for a small percentage per tax return completed this year - or willing to hear other options/models of purchase.

About the Business

Year Established:
Number of Employees:
Home Based:
Approximately 300 clients in the database - unsure the number of active/completed returns for 2015 and 2016 the gross revenue of $48,000-$51,000 reflects - but I can find this out.
Ultratax records for prior years through 2017 returns filed in 2018.
Paper records
No other assets
Market Outlook/
Growth & Expansion:
Unknown - but he did receive new clients every year from word of mouth with a very loyal client base.
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About the Sale

Reason For Selling:
Death of Owner - My husband (owner)suddenly passed away
None - I can introduce or send a letter/email wording to put in with your introduction; but can offer no training or support other than am always available for questions. I can bring the paper files to you - or ship.

Listing Info

Ad Detail Views:
Asking Price:
 Not Disclosed

Gross Revenue:
Cash Flow:
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included in asking price

Real Estate:
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Business Listed by
Gina Pritchard

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U.S. Census Data for Denton County, TX



Source: Decennial Census (2010), United States Census Bureau.

This product uses the Census Bureau Data API but is not endorsed or certified by the Census Bureau.

U.S. Community Survey Data for Denton County, TX


Source: American Community Survey (2010-2014), United States Census Bureau.

This product uses the Census Bureau Data API but is not endorsed or certified by the Census Bureau.

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