Tax Preparation and Bookkeeping Service

Greene County, NY

Tax Preparation and Bookkeeping Service
Contact Seller

Asking Price: $359,000

Cash Flow: $121,000

Gross Revenue: $360,000



Inventory: N/A

Rent: $1,525 /Month

Established: 2001

Tax Preparation and Bookkeeping Service

Save Print Share Valuation Report

Business Description

This company is an 18-year-old tax preparation, payroll and bookkeeping service in the Greene County region of upstate New York. The company services nearly 1,700 customers a year with a mix of commercial and individual accounts. Clients come from Greene County, Columbia County, Ulster County, Albany County and the Capital Region. The company serviced 1,640 clients, of which 40% were small business owners. Besides tax preparation, they also provide payroll and bookkeeping services.

Attached Documents

Detailed Information

Greene County, NY
Real Estate:
Building SF:
Lease Expiration:
The company leases a 1,200 square foot office space in the heart of Greene County.
Growth & Expansion:
Company currently has to turn away potential clients during the busy tax season due to their size. Adding additional tax preparers could easily expand the business.
Support & Training:
The owners will provide transition support to transfer the institutional knowledge required to run the business as part of the offering price.
Reason for Selling:
Creating an exit strategy so the owners can retire in the near future.
Contact Seller

Contact the Seller

(from currently available funds)
Contact Seller Loading

Kathlene Thiel, MBA, CVA, CBI

Business Listed By:
Kathlene Thiel

ThielGroup LLC.

Show Phone Number

View My Listings

Memberships & Certifications:
Indicates membership in the International Business Brokers Association (IBBA). The IBBA is the only certifying organization for Business Brokers and Intermediaries who assists people in buying or selling a business. Indicates membership in the M&A Source. The M&A Source is comprised of highly trained Intermediaries who advise on the preparation, sale and/or purchase of middle market (~$2M+ in revenue) business opportunities. Certified Business Intermediary (CBI) is a professional certification awarded to Business Brokers and Intermediaries that have achieved stringent requirements. CBI's work by an ethical code of conduct when working with business owners and buyers.

Listing Statistics


Demographic Information


Ad#:1665816 Report an issue with this listing

The information in this listing has been provided by the business seller or representative stated above. BizBuySell has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.
Read BizBuySell's Terms of Use before responding to any ad.

Similar Listings

Transworld Business Advisors

Franchise Opportunity In NY
Cash Required: $50,000