Metro Tax Firm w/Real Estate – Over $1.6 Million in Revenue

Well established tax firm for sale with over 500K owner cash flow. The firm has a hybrid employee model and serves around 90% of its clients remotely.

As of October 2023, the firm has generated over $1.6 Million in revenue from a range of client services; 3,942 individual tax returns accounted for $1.3 Million of revenue (79%), 300 business and estate returns earned of $252K of revenue (15%), payroll commissions and miscellaneous revenue totaled $91K of revenue (6%).

The Sellers are prepared to assist a Buyer as needed for a smooth transition. Sellers own the building where the business is currently located and are open to either selling or leasing to a Buyer.

The ideal buyer is a CPA or EA with 5 or more years of experience working in a management or ownership role or another tax or wealth advisor firm looking to scale their business and increase their client base.

Sunbelt Listing ID: 54392

Listing ID:
Accounting Practices
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Listing Agent:
Matt Sobieski
Years in Business:
20+ years
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Reason for selling:
Seeking Merger/Life Change

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