Seller's Contact Information

  • RE:  Seasonal Tax Prep Service With Large, Repeat Customer Base
  • Contact:  Julia Munde
Listing Update!
Update: Seasonal Tax Prep Service With Large, Repeat Customer Base is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

This well-established tax preparation business offers an attractive opportunity for a bookkeeper, accountant, or motivated individual to step into an efficient operation with a robust client base. Serving approximately 700 small to medium-sized businesses and 7,000 families and individuals, the systems and processes are fully optimized, the seasonal associates are well-trained, and everything is in place to ensure a smooth transition to new ownership.TO LEARN MORE, PLEASE COMPLETE OUR ELECTRONIC NDA & CONFIDENTIAL BUYER PROFILE - https://bit.ly/Tax_Prep_NDA COPY AND PASTE THE URL INTO YOUR BROWSER. The majority of activity is concentrated between January and April, aligning well for those with seasonal businesses or professionals seeking flexibility for the remainder of the year. No prior tax preparation experience is required—basic bookkeeping skills are beneficial, and the seller is committed to providing extended training and support beyond the formal transition period.This is an excellent fit for someone looking to expand their existing services or step into a well-run, client-centered business with a strong foundation and excellent growth opportunities.

Property Features and Assets:

Seller will provide training and support at no cost to buyer for up to three or four weeks, details to be as negotiated. Afterwards, they are willing to remain up to two years as a contracted employee.

Market Competition and Expansion:

Seeing an unmet need in the local market, this business has cultivated a niche position, providing a needed service to a diverse customer base. With minimal competition and a convenient, client-centered approach, most customers have come to rely on this business, returning year after year and referring friends and family.

Reason for Selling:

Seller desires to retire in one to two years.

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Seasonal Tax Prep Service With Large, Repeat Customer Base has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Asking Price: $1,016,250

Profitable Accounting Firm with 15+ years in Phoenix

Phoenix, AZ
Maricopa County

This profitable, medium-sized accounting firm has been providing quality, personalized financial guidance to local individuals and businesses in Arizona for almost 20 years. Founded in 2007, the company works with a wide range of clients with varying degrees of tax complexity. They provide accounting, bookkeeping, payroll, individual tax preparation, and tax planning services, and pride themselves on offering superior customer service. The book of business consists of both corporate and individual clients, with the bulk of revenue coming from tax preparation services during tax season. Revenue has steadily increased YoY, with a 40% increase in gross sales from 2023-2024.The seller works full-time in the business, and has a full-time bookkeeper. Basic office equipment is included, including: desks, tables, chairs, computers, printers, file cabinets; Actual Cash Value of equipment is ~$5,000. The business operates out of a leased space of 1,200 square feet, and has 4 separate rooms with a front reception area. Scaling the business is a matter of increasing outbound new business development, expanding corporate tax service, developing more monthly recurring services, and increasing pricing.The Seller will provide up to 4 weeks of training and orderly turnover to the new owner, at 20 hours per week. They are offering this for both the client side of the business (i.e. introductions to key corporate & individual customers), as well as the operations side of the business (i.e. payroll, working with the accounting software, etc.). Additional training/consulting, if needed, would be available at the seller’s sole discretion, and would be charged at an hourly rate designated by the Seller.The Seller is looking to retire, and will agree to a non-compete for a period of 5 years, post-close of escrow. For a complete business acquisition summary, please contact Justin Turner, Business Broker, at 623-273-0700, or jturner@sunbeltnetwork.com.Financial information shown in this listing (Revenue and Cash Flow) are calculated from the 2024 P&L statementThe business is listed by HUB Commercial, an affiliate of Sunbelt Business Brokers in the State of Arizona. All listing information to be verified by the buyer during due diligence.

Read More
Cash Flow $494,305
Revenue $1,016,250

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