Remote Tax Practice, 240+ Clients Nationwide
Salt Lake County

This is an established, fully remote tax preparation and legal services practice founded in 2022 and serving individual and small-business clients in all 50 states. The business operates with no office lease, no physical premises, and no employee payroll, running entirely on a cloud platform that holds client files, billing, and workflow.

In its most recent year the practice collected about $211,870 in client-facing fees across roughly 250 invoices to 240 clients. The client base is unusually diversified for a practice this size: the largest single client was about 1 percent of fees and the ten largest combined were under 10 percent, so no relationship carries the business. Demand is recurring and non-discretionary, and a majority of clients return year to year.

The practice historically delivered tax return preparation through a third-party firm that retained a share of the fees. A buyer that prepares returns in-house keeps the full client fee, which is the central upside. The ideal buyer is an existing tax firm or a tax professional able to prepare returns.

The owners are pursuing other ventures and will provide a two-week transition. Offered at $245,000. Represented by First Choice Business Brokers Utah (FCBB Summit office). NDA required.

Listing Number:

25887

Category:

Professional Services

Location:

Salt Lake County
$245,000

Financial Information:

Gross Revenue:

$211,870

Listed Price:

$245,000

Down Payment:

$0

Total Income:

$88,656

Year Established:

2022

Lease Information:

Square Feet:

0

Total Rent:

$0

Lease Expiration:

N/A

Lease Options:

N/A

Asset Information:

Leasehold Improvements:

$0

Equipment / Fixtures:

$0

Inventory:

$0

Other Assets:

N/A

Additional Information:

Full-Time Employees:

0

Part-Time Employees:

0

Special Licence Required:

Buyer should be able to prepare tax returns; no special state license required.

Contract Staff:

0

Training Period:

2 weeks

Reason for Selling:

Owners are pursuing other ventures.

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First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.


Read First Choice Business Broker, Terms of Use before responding to any ad.

brokerPhoto
Mike & Lynn Lee
License #:

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Remote Tax Practice, 240+ Clients Nationwide
Salt Lake County

Listing Number:

25887

Category:

Professional Services

Location:

Salt Lake County

Listed Price:

$245,000
brokerPhoto
Mike & Lynn Lee
License #:
This is an established, fully remote tax preparation and legal services practice founded in 2022 and serving individual and small-business clients in all 50 states. The business operates with no office lease, no physical premises, and no employee payroll, running entirely on a cloud platform that holds client files, billing, and workflow.

In its most recent year the practice collected about $211,870 in client-facing fees across roughly 250 invoices to 240 clients. The client base is unusually diversified for a practice this size: the largest single client was about 1 percent of fees and the ten largest combined were under 10 percent, so no relationship carries the business. Demand is recurring and non-discretionary, and a majority of clients return year to year.

The practice historically delivered tax return preparation through a third-party firm that retained a share of the fees. A buyer that prepares returns in-house keeps the full client fee, which is the central upside. The ideal buyer is an existing tax firm or a tax professional able to prepare returns.

The owners are pursuing other ventures and will provide a two-week transition. Offered at $245,000. Represented by First Choice Business Brokers Utah (FCBB Summit office). NDA required.

Financial Information

Gross Revenue:

$211,870

Listed Price:

$245,000

Down Payment:

$0

Total Income:

$88,656

Year Established:

2022

Lease Information

Square Feet:

0

Total Rent:

$0

Lease Expiration:

N/A

Lease Options:

N/A

Asset Information

Leasehold Improvements:

$0

Equipment / Fixtures:

$0

Inventory:

$0

Other Assets:

N/A

Additional Information

Full-Time Employees:

0

Part-Time Employees:

0

Special License Required:

Buyer should be able to prepare tax returns; no special state license required.

Contract Staff:

0

Training Period:

2 weeks

Reason for Selling:

Owners are pursuing other ventures.

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.


Read First Choice Business Broker,
Terms of Use before responding to any ad.