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Chicago Tax Preparation with Financial Advising

Chicago, IL (Cook County)

Chicago Tax Preparation with Financial Advising
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Asking Price: $1,749,000

Cash Flow: $546,594

Gross Revenue: $1,439,539



Inventory: N/A

Established: 1997

Chicago Tax Preparation with Financial Advising

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Business Description

The owner is one of five CPAs and is willing to stay on up to 2 years if desired by the buyer. Located in the Chicago area and filing in 28 states, this company maintains great profit margins year after year! The firm offers complete income tax preparation and accounting services as well as comprehensive financial planning and advisory assistance. Over 13,000 annual billable hours from 4 CPAs and 3 bookkeepers contribute to the over $1.4MM in sales in 2018.

Business options include bookkeeping, accounting, payroll, and tax work for small and large companies alike. Clients include S corps, C corps, LLCs, estates, trusts, and nonprofits. Services for individuals include personal tax returns, with over 250 personal returns linked to business customers. Additional offerings include personal financial planning, along with education and advice on investments, estates, and insurance.

Capitalizing on an integrated view of all available services, this firm works to build long-term relationships with individuals and businesses that require a consistent and reliable financial partner. The well-trained and dependable team collaborate to meet the needs of each customer. With many years of combined experience, this group of professionals works nearly 13,000 billable hours annually. Some employees are full-time, while some are part-time, and a few are contracted as needed.

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Detailed Information

Chicago, IL
5,000 sq. ft.: Private offices, open cubes, full kitchen, conference room, reception, data room, with shared fitness center and board room; the building is for sale outside the sale of the business
Growth & Expansion:
Expand to audit services, to include CPA reviews, increase compilation work
Support & Training:
Seller is willing to transition for 1-2 years, if desired
Reason for Selling:
Business succession
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Cortney Sells

Business Listed By:
Cortney Sells

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