Tax & Bookkeeping Firm in Carson City, NV – $695K – $289K Cash Flow
Executive Overview
Key Investment Highlights
- •Established in 2006 by a seasoned Enrolled Agent (EA)
- •Smooth transition assured with experienced staff committed to staying post-sale
- •Operates with industry-leading software: UltraTax, Sureprep, QuickBooks, and more
- •Generates approximately $162,000 annually from bookkeeping services across 65 clients
- •Processes around 492 individual tax returns each year, with an average fee of $372
Additional revenue streams include 73 business tax returns (average fee $919), 21 other tax returns (average fee $690), and approximately $38,062 in annual payroll processing from 30 clients. Projected annual cash flow is $226,951 for 2024 and $288,888 for 2025. The office space is conveniently available for lease from the current owner, ensuring business continuity and a seamless move-in experience.
This well-established practice is situated in a thriving market and offers significant upside for a full-time owner, with potential to generate an additional $112,000 in revenue. Priced at $695,000, the business represents an exceptional investment, underpinned by recurring income and a loyal client base. With the current owner working reduced hours outside of peak seasons, a new owner has ample opportunity to expand both services and profitability.