Tax Practice Book Of Business

ARE YOU LOOKING TO EXPAND YOUR TAX BUSINESS!!! PORITON OF BOOK OF BUSINESS AVAILABLE.

Established tax practice since 1984, and under current ownership since 2022, this WELL-ESTABLISHED business is offering a unique opportunity. The owner is strategically downsizing the client list by selling a portion of her book of business presenting a chance for a new owner to step in and expand into new fields and services. SELLING OFF A BOOK of 30 clients which WOULD EQUATE TO APPROXIMATELY $46,300 in Gross Revenue. If your already in the tax industry then you would have limited expenses to take on this book of business.

Included in this sale are approximately 30 clients, featuring a DIVERSIFIED portfolio with approximately 32 personal, 3 Trust, 19 business for a total of 54 returns. The tax services encompass the meticulous preparation and filing of current year tax returns, coupled with quarterly tax planning for select clients.

For bookkeeping, the business EXCELS in data entry and account reconciliation, utilizing the efficient QuickBooks program in both online and desktop formats. Clients benefit from a user-friendly portal and are accustomed to seamlessly uploading tax documents. The business has adapted to the virtual environment, offering team calls for client meetings. A fee is applied for clients opting for paper returns/returns mailed.

This streamlined approach allows for a significant volume of preparation with minimal staffing needs, as the majority of returns are not complex in nature. Don't miss this opportunity to acquire a portion of a book of business to add to your existing portfolio.


*** INTERESTED PARTIES PLEASE SUBMIT YOUR INFORMATION THRU THE CONTACT FORM SECTION TO THE RIGHT TO RECEIVE THE NON-DISCLOSURE***. MUST SHOW PROOF OF FUNDS PRIOR TO RELEASING INFO

IMPORTANT NOTICE: This is an operating business being offered for sale "CONFIDENTIALLY". We will not release any information unless there is a non-disclosure signed and proof of funds.

Information contained herein has been obtained from the Owner of the Property or from sources deemed reliable. We have no reason to doubt its accuracy but make no warranty or representation. All information is submitted subject to errors, omissions, changes, withdrawal without notice and any special listing conditions of the Owner.