Listing Number: 13485-532295
Description
This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric book of business in North Carolina's vibrant coastal region.
Business Overview
Specializing in small business formation, bookkeeping, payroll processing, and full-spectrum tax preparation, this practice has earned an impeccable reputation through organic word-of-mouth referrals and prominent Google search visibility. With a curated client base emphasizing long-term, high-quality relationships—many spanning over 15 years—the business prioritizes profitability and client satisfaction over high volume.
Financial Highlights
Average Annual Revenue: $226,534
Average SDE: $123,675
Key Strengths
- Over 25 years of proven operational success and deep client loyalty
- Organic growth via referrals, eliminating the need for paid advertising
- Top-tier Google rankings for consistent, cost-free lead generation
- Premium customer service with same-day response times
- Efficient home-based model minimizing overhead costs
- Strategic client selection focused on high-value, profitable accounts
- Proven track record of seamlessly replacing lost clients with superior ones
Transition Support
The seller is committed to a seamless handover and is offering subcontracted support throughout the 2025 tax filing season to maintain client relationships and ensure uninterrupted operations.
This ready-to-operate, turnkey book of business delivers immediate cash flow and expansive growth prospects in one of North Carolina's most sought-after markets. Ideal for buyers ready to step into a stable, scalable venture with minimal startup risk.
Listing Details
- Price: $265,000
- Down Payment: $265,000
- Sellers Discretionary Earnings: $123,675
- Total Sales: $226,534
- Location:
- Inventory: $0
- FF&E: $0
- Employees: 1
- Year Established: 1999
- Reason for Selling: Pursuing Representation as an Enrolled Agent (EA)
- Category: Accounting
