Texas Based Corporate Tax Recovery And Consulting

Business Overview:

Founded in 1995, this specialty tax firm has almost 30 years of experience in corporate state tax consulting. The firm serves a diverse clientele, including mid-size and large manufacturing, energy, and retail companies. The firm specializes in recovering overpaid taxes and ensuring compliance with complex tax regulations. Its service offerings include audit defense, refund reviews, managed audits, state tax counseling, and voluntary disclosure agreements. Operating on a contingency fee basis, the firm aligns its success with its clients, ensuring transparency and fostering long-term relationships.

April YTD 2024 results are strong with revenue of $2.0M and EBITDA of $1.7M.

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Property Features and Assets:

Assets = $406,847

Market Competition and Expansion:

The tax consulting industry is characterized by increasing complexity due to ever-changing regulations. As businesses seek ways to optimize tax savings and ensure compliance, the firm is well-positioned to capitalize on the growing demand for its specialized services, providing immediate revenue streams and opportunities for growth for potential acquirers.

Reason for Selling:

The current owner seeks to retire.

Additional Details:

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