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Details - Information last confirmed on June 21, 2021
Unique opportunity to buy an existing and well-established book of business. The firm is a sole proprietor that has almost a 100% retention rate of customers. The firm engages mostly in personal tax returns and corporate tax returns. The clients are primarily based in the Las Vegas area, with some returns in California and Texas. Consistently provides over $100,000 in gross revenue. The firm uses Lacerte software for taxes and QuickBooks for client data accumulation.
• High Customer Retention Rate
• Easy integration of Client Services
• Provides consistent and Steady Work Year-Round with Corporate Services
• Existing Book of Business Includes 200 Tax Returns on a Yearly Basis
• Buyer does not need to Assume a Lease
• Seller will stay on to ensure Transition and that Clients Stay with New Ownership
• Seller looking to Retire and Ensure that his Clients go to a Good Firm or Practitioner
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