South Metro Tax and Accounting Firm – TTM 400K+ Revenue
| Asking Price: | $400,000 |
| Gross Revenue: | $412,376 |
| Cash Flow: | $169,956 |
| Established Year: | 1988 |
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
