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Listing Details

Tax Preparer and Bookkeeping

$525,000

File #522007S

This listing has been sold!



  • Region: Not Specified
  • Price: $525,000
  • Income: $467,608
  • SDE: $340,152
  • Listing#: 522007S

Available for acquisition is the Tax Preparation and Bookkeeping services portion of a well-established CPA firm. After many years in the business, the owner desires to go in a different direction and focus on small business consulting. This small portion of the annual revenue will be retained by the owner.

The firm has a reputation for quality, timely work which results in high client retention. The growth of the firm has occurred organically through networking, referrals and by word of mouth. 2022 revenue was $467,608 producing healthy compensation for ownership. There are two employees that handle tax preparation and bookkeeping for their clients that are primarily located in New Hampshire with a few in Massachusetts. Corporate clients are on a recurring revenue model. The tax preparation and bookkeeping business is available at an offering price of $525,000. This includes relevant employee workstations, customer database and vendor lists, owner training during the transition, goodwill and a non-compete agreement from the current owner.

This listing has been sold!


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