Seasonal Tax Prep Service with Large, Repeat Customer Base

Santa Fe, NM

Asking Price:	$376,000
Gross Revenue:	$397,000
FF&E:	$5,000

Cash Flow:	$173,380
Rent:	$2,500/Month
Established Year:	2017

Listing ID: 2313607Listing provided by BizBuySell

BUSINESS DESCRIPTION

Well-Regarded Brand, Optimized Systems, Extended Seller Training

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.

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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.

DETAILED INFORMATION

Location

Santa Fe, NM

Inventory

Not Included in asking price

Real Estate

Leased

Building SF

2,500

Employees

Furnitures, Fixture & Equipment(FF&E)

Included in Asking Price

Facilities

Convenient, easily accessible office location in one of Santa Fe’s fastest-growing areas.

Competition

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.

Growth & Expansion

Customer referrals has driven this business’s growth. An enhanced online presence, google ads, and other advertising initiatives can supplement these word-of-mouth recommendations. An opportunity also exist to expand its service offerings.

Support & Training

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.

Reason for Selling

Seller desires to retire in one to two years.

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