Tax Preparation and Accounting Services Firm
| Asking Price: | $1,350,000 |
| Gross Revenue: | $1,148,781 |
| Cash Flow: | $348,927 |
| Established Year: | 1967 |
This is a tax preparation and accounting firm offering bookkeeping and accounting services to small and medium-sized businesses. Their roots trace back to 1967 when their doors opened in Middlesex County.
They specialize in year-round tax planning, maximizing savings and minimizing tax burdens. Their bookkeeping services include managing vendor bills, deposits, payroll, and account reconciliation, while their accounting expertise supports clients’ financial operations,
from daily management to long-term profitability.
A significant portion of tax returns are prepared by a contractor who works on-site, utilizing the office, equipment, and software. However, the clients remain exclusively those of the firm, not the contractor.
One seller plans to remain with the business post-sale to continue servicing clients, which allows for continuity and easier transition support. The other will stay on to service existing clients and help transition before retiring. Prospective buyers should have knowledge in tax preparation and accounting.
