Tax and Accounting Firm in Long Island
Off-MarketMiller Place, NY
Tax And Accounting Firm In Long Island
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$800,000
$300,000
37.5%
1969
30+ Days
Customers
The business serves over 3,000 clients including businesses, law offices, doctors' practices, and small businesses, with a majority client base of police officers, teachers, and lawyers. Approximately one-third to one-half of clients are virtual and never visit the office, communicating through mail or virtual channels.
Customer Acquisition
The business has a strong referral-based customer acquisition model with no paid advertising, relying on reputation and word-of-mouth growth.
Team
Seven-person staff, including the owner's son, who largely runs the business. The full staff would remain with the business post-sale.
Owner's Role
Part-time, mostly virtual, visiting the office only 8-9 times per year and communicating with staff remotely.
Reason for Selling
The owner is retiring and wants to exit the business entirely without ongoing involvement.
Contracts
No, but a high repeat client rate.
Real Estate
Owns the office building and has two tenants in the downstairs space generating additional income. Owner intends to sell the office building along with the business.
When Are You Looking to Sell
ASAP
Licenses Required
Yes
Additional Notes
Core services include tax filing, amendments, business monitoring, new business setup, and strategic advisory services offered during year-round office hours.
Business ID: 1491
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