Established Accounting and Tax Services Firm | Multicultural Clients

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation, bookkeeping, payroll, and business consulting, with a strong focus on serving Latino and bi-cultural business communities through culturally aware, professional services.

With an established online presence, a large recurring book of business, and minimal overhead, this is an excellent opportunity for an owner-operator or strategic buyer seeking a scalable, recession-resistant service business. The current owner has built a highly efficient operation and is willing to support a smooth transition.

Business Highlights:

• Established website and strong reputation for accounting, tax, and business consulting services
• Book of business with approximately 1,200 active clients, plus significant seasonal tax clients
• Core services include tax preparation, bookkeeping, payroll, and business advisory services
• Strong growth potential with no current advertising or marketing efforts
• Efficient cost structure using experienced contract professionals, resulting in approximately $70K in additional net savings
• Two experienced employees in place and expected to remain with new ownership
• Bilingual capability is beneficial but not required for ownership
• Owner willing to stay on to train and ensure a seamless transition
• Seller financing and partnership opportunities considered

This is an ideal opportunity for an accountant, tax professional, or investor seeking a turnkey operation with stable cash flow, loyal clients, and substantial upside through marketing and expansion.