South Metro Tax and Accounting Firm – TTM 400K+ Revenue
Longstanding tax and accounting firm for sale that provides individual and business tax preparation, accounting services, and new business consulting. The firm’s average 1040 rates in 2024 are $790 per return, which accounts for about 70% of firm revenue. Meanwhile, the average business client’s annual fees are $4,500, which generates about 20% of firm revenue. Trust and Estate returns average $1,000. The Seller’s goal is to transition the business over the next tax season, then retire. Their long-time CPA and administrative employees are interested in working for a Buyer.
Ideal buyer: CPA or EA with 5+ years in a management or ownership role, or another CPA firm or wealth manager aiming to scale and increase its client base.
Sunbelt Listing ID: 55838
Interested buyers must be able to demonstrate minimum available capital of $50,000
- Listing ID:
- 55838
- Industry:
- Accounting Practices
- Location:
- Minnesota
- Revenue:
- $412,376
- Business Price:
- $400,000
- Down Payment:
- $50,000
- SDE (Cash Flow):
- $169,956
- Listing Agent:
- Matt Sobieski
- Inventory included in sale:
- Yes
- Inventory Value:
- $0
- Years in Business:
- 20+ years
- Employees (Full-Time):
- 2
- Reason for selling:
- Retirement
- Seller Financing Available:
- Yes