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Established Tax Preparation & Bookkeeping Practice in Southeastern MA

Plymouth County, MA

Asking Price:$170,000

Cash Flow (SDE):$79,331

EBITDA:Not Disclosed

Gross Revenue:$167,950

Real Estate:$90,000*

Established:2004

*not included in asking price.

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Business Description

This established tax preparation and bookkeeping practice has served individuals and businesses in Southeastern Massachusetts for more than 20 years. Services include individual, business, rental-property and trust tax returns, as well as recurring bookkeeping services.

The practice benefits from a long-standing client base, strong online reviews and continued new-client acquisition despite having conducted virtually no paid advertising in recent years. Operations have been modernized through a secure CRM and client portal that supports digital document exchange, electronic signatures, online payments and remote tax preparation.

The business is currently operated by the owner, who serves as the primary tax preparer, with support from an office manager. This opportunity may be particularly attractive to an experienced tax preparer, Enrolled Agent, CPA or complementary financial-services firm seeking an established platform with meaningful expansion potential.

The owner is selling due to time constraints unrelated to the performance of the business. Additional information will be provided to qualified buyers following execution of a confidentiality agreement.

The real estate is offered at $90,000.

Ad#:2549483

Detailed Information

Employees:

2 Full-time

Facilities:

The business operates from an approximately 1,000-square-foot professional office condominium consisting of a reception area and two private offices. The space is in good condition and can accommodate up to two additional employees.

The seller owns the office condominium and prefers to sell it with the business for an additional $90,000. Alternatively, a buyer may be able to lease the space for approximately $1,500 per month, including common-area charges, subject to mutually acceptable terms.

The sale includes the furniture, fixtures, computers and other office equipment used in the business. Operations are supported by established tax-preparation, accounting and CRM/client-portal systems. The business is service-based and maintains no material inventory.

Competition:

The firm serves a diverse base of individual and business clients throughout Southeastern Massachusetts, along with some clients who use its remote-preparation capabilities from other states. No single customer represents a significant concentration of revenue. Competition includes national tax-preparation companies, online tax software and independent local firms. The practice differentiates itself through its long operating history, established client relationships, strong online reviews, convenient professional location and modern digital client experience. The surrounding market has experienced continued residential and commercial growth. The seller reports that the practice continues to attract new clients through referrals and online searches despite conducting virtually no paid advertising.

Growth & Expansion:

Significant growth opportunities appear available with relatively limited capital investment. A new owner could:

Add tax preparers to increase capacity and improve turnaround times during tax season.
Expand recurring bookkeeping services to existing and new business clients.
Begin paid digital, social media and direct-mail marketing.
Develop additional referral relationships with attorneys, financial advisors and other professionals.
Pursue additional small-business and multi-entity tax clients.
Add payroll, audit-protection, insurance or other complementary services.
Offer financial planning or advisory services if the buyer possesses the required licenses and credentials.
Make fuller use of the existing office space, which can accommodate additional personnel.

Financing:

Seller financing available

Seller financing is available at the sole discretion of the Seller.

Support & Training:

The seller will provide two weeks of transition and training at up to 20 hours per week as part of the sale. Training will include an introduction to operating procedures, technology systems, client workflows and other information reasonably necessary for an orderly transition.

The seller may also be available for additional transitional or advisory services under a separate, mutually acceptable arrangement. Continued employment of the experienced office manager is negotiable.

Reason for Selling:

Owner time constraints

Business Location

Location:: Plymouth County, MA
Real Estate:: Owned; Not included in asking price
Building SF:: 1,000

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Business Listed By:
Tony Pompeo Sunbelt Business Brokers MA|NH|RI

Memberships & Certifications:
Indicates membership in The New England Business Brokers Association (NEBBA).

Ad#:2549483

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.
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