Tax Preparation and IRS Representation Firm in Dallas / Ft. Worth

Listing Number: 96847-693975

Description

Established in 2013, this well-respected tax preparation and IRS representation firm has built a loyal client base and a strong reputation for translating complex IRS legalese into plain language. With approximately 80% individual and 20% commercial clients, the company generates revenue through tax preparation (75%), IRS representation (20%), and payroll services (5%). The business stands out for its exceptional one-on-one customer service, years of professional experience, and systems that allow it to operate smoothly with minimal owner involvement. Clients range from individuals to businesses, with average tax prep fees of $600 and some high-value engagements up to $10,000. The practice employs credentialed staff, including an IRS-enrolled tax professional, and utilizes modern software systems such as QuickBooks, ADP, Drake, and Canopy for efficient client management. Growth opportunities include expanding into payroll, bookkeeping, and leveraging online marketing to attract new clients as IRS-related needs continue to rise nationwide. With consistent profitability, low overhead, and room for expansion, this firm offers an excellent opportunity for an EA, CPA, or entrepreneurial buyer seeking a scalable, client-focused financial services business.

Listing Details

• Price: $172,500
• Down Payment: --
• Sellers Discretionary Earnings: $91,489
• Total Sales: $199,184
• Location: Tarrant County, Texas


• Inventory: $0
• FF&E: $5,000
• Employees: 2
• Year Established: 2013
• Reason for Selling: Retirement
• Category: Accounting