This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented by accounting and payroll offerings that provide year-round income and cross-selling opportunities. With low overhead costs, the firm achieves strong profitability, generating over 51% of gross revenue as cash flow for the owner. The firm is well-managed, easy to transition, and supported by strong client relationships and a trusted reputation. The owners are willing to assist with the transition for up to a year to ensure a smooth handover.

This is a prime opportunity for an experienced professional looking to step into a profitable business or for an existing firm seeking to grow by adding a well-established client base with immediate cash flow.