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CPA Tax Preparation Firm

Off-Market

Boulder, CO

CPA Tax Firm

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Revenue

$700,000

Earnings (SDE)

$300,000

Margin

42.9%

Year Established

2000

Listed

30+ Days

Customers

Does around 600 individual tax returns and 100 business returns, primarily serving mid to upper-class clients in Colorado.

Customer Acquisition

Inbound organic traffic, highly rated on Google.

Team

Full-time assistant, two part-time interns, two part-time virtual workers, and a CPA contractor in Chicago.

Owner's Role

Owner is actively involved in tax return preparation and fulfillment.

Reason for Selling

The owner is not looking for a full sale but is open to selling a portion of the business or bringing on someone to gradually take it over. He is interested in finding someone willing to work in the business for 2-3 years to ensure a smooth transition.

Contracts

No

Real Estate

No

When Are You Looking to Sell

6-12 months

Licenses Required

CPA

Additional Notes

Owner is not looking for a full sale at this time.

Business ID: 1372

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