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Rensselaer County, New York
Asking Price
$175,000
Revenue
Call/Email
Down
$90,000
Cash Flow
Call/Email
Name: Shawn Pepe
Name
Shawn Pepe
Year Established:
1992
Employees:
3
FE&E:
$5,000
Reason for sale:
Retirement
Lease Options:
$1,650
Listing Number:
60380-288316
Sales:
$227,027
Seller's Discretionary Earnings:
$146,550
Posting ID:
ID tw:85783 / Listing Number 60380-288316
Business Category:
Accounting
Keywords:
Transworld
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Rensselaer County, New York
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Are you looking to take over a well-established Accounting Tax Practice business in New York, United States? Look no further - we have an exciting opportunity for you! Founded in 1992, this thriving business boasts an impressive track record of personally handling over 1,200 tax returns annually. With the help of additional preparers bringing in their own clients, the total filings soar to over 1,700 a year. This presents a solid foundation for growth and expansion. The current owner recognizes the potential for further development, highlighting the benefits of implementing updated software and embracing AI solutions to streamline processes and increase efficiency. With approximately 30% of clients opting for $40 returns and top-paying customers averaging around $1,500, there is a diverse client base to cater to. This business is not just about numbers; it prides itself on its loyal clientele and exceptional service quality. The owner has nurtured strong relationships with customers over the years, providing a solid base for continued success. Moreover, there is ample room for organic growth within the existing customer base, presenting a golden opportunity for a savvy entrepreneur to capitalize on. With a proven track record of success and a strong reputation within the community, this Accounting Tax Practice is a rare find in the market. The potential for growth and the possibility to tap into new market segments make this business an attractive investment opportunity. To learn more about this exciting business opportunity and to explore the potential it holds for you as a prospective buyer, visit the website https://www.tworld.com/. Don't miss out on the chance to own a reputable Accounting Tax Practice in the heart of New York - seize the opportunity for success and growth today. Contact us now to take the next step towards acquiring this promising business and embark on a rewarding entrepreneurial journey in the tax and accounting industry. The firm would benefit from marketing and adopting updated software. Embracing the benefits of AI solutions will help speed up prep time. Approximately 30% of his business are $40 returns. His top paying customers are ~ $1,500. There's still plenty of room to grow organically with the current customer base. https://tworld.com/locations/New-York/albany/listings/33-YEAR-Tax-Preparation-Business

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This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company generates consistent revenue through a mix of recurring bookkeeping engagements and annual tax preparation services, creating predictable cash flow and a stable foundation for future growth. Services include bookkeeping, tax preparation, tax planning, payroll support, financial reporting, and related accounting services. The business benefits from long-standing client relationships, excellent retention rates, and a steady stream of referrals, reflecting years of trusted service and customer satisfaction. Operations are streamlined with proven systems and processes in place, allowing for efficient management and a seamless transition to new ownership. Significant growth opportunities exist through expanded marketing efforts, additional staffing, advisory services, and increased penetration within the existing client base. This turnkey opportunity is ideal for a CPA, Enrolled Agent, accounting professional, bookkeeping firm, or strategic buyer looking to expand their footprint, acquire an established client portfolio, and benefit from immediate recurring revenue. The owner is committed to supporting a smooth transition to ensure continued success and client retention under new ownership. https://tworld.com/locations/Virginia/commonwealth/listings/Reliable-Tax-Planning-and-Bookkeeping-Solutions-for-Sale-

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Acquire a well-established tax preparation business operating from three strategically located offices with a long-standing reputation for delivering reliable tax, bookkeeping, and financial services. Serving thousands of individual and small business clients, this business benefits from recurring annual revenue, strong customer retention, and a recognizable national brand that generates ongoing consumer trust. The business has developed a loyal client base built through years of exceptional service, resulting in predictable seasonal cash flow and significant repeat business. Each office is fully equipped and professionally staffed, allowing a new owner to transition seamlessly into operations with minimal disruption. In addition to tax preparation, the business offers multiple revenue opportunities through bookkeeping, payroll, business tax services, and other complementary financial products. There is substantial potential to increase profitability by expanding year-round services, growing commercial accounts, strengthening digital marketing initiatives, and further leveraging the existing customer database. This opportunity is ideal for an investor, entrepreneur, accounting professional, or financial services provider seeking an established operation with multiple locations, proven systems, experienced employees, and significant growth potential. Comprehensive training and transition support are available to ensure a smooth ownership transfer. Cultivating Year-Round Revenue Streams A premier opportunity for tax practices lies in mitigating seasonal volatility by expanding into year-round service offerings. By transitioning from a seasonal model to a continuous advisory partner, firms can secure predictable, recurring revenue. Key growth areas include: Bookkeeping and financial record organization Payroll support Quarterly estimated-tax assistance Business tax filings Tax planning and advisory services Amended and prior-year returns IRS notice assistance New-business formation support By integrating these high-value services, your firm can establish reliable monthly cash flow, deepen client loyalty, and naturally generate a pipeline for annual tax preparation. https://tworld.com/locations/Massachusetts/centralma/listings/Multi-Unit-Tax-Franchise

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This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet peak season demands, as well as allowing for a successful transition to a new owner. The current owner of the practice is also open to continued involvement. The practice has a nice mix of revenues, providing for year-round cash flow. Services provided include individual return preparation (43% of total revenue), Payroll services to businesses (32% of total revenue), monthly business and non-profit bookkeeping (14% of total revenue), and business and trust tax return preparation (11%). This is an excellent opportunity for an individual looking to step into a turn-key accounting and tax practice. It would also be a profitable addition for an existing practice/firm looking for an expansion opportunity. Demand for accounting, tax, and payroll services is strong. A well executed social media advertising campaign could quickly add new clients. Additionally, cross-selling services into the existing client base represents a growth opportunity. https://tworld.com/locations/Ohio/southernohio/listings/SE-Ohio-Accounting-and-Tax-Practice-established-30-years

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Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with a strong focus on Spanish-speaking clients in community. Known for personalized service, reliability, and trust, the practice offers comprehensive individual and business tax preparation, bookkeeping, and related financial services. The business is ideal for an owner-operator or an existing firm seeking to expand its client base and revenue stream in a growing and underserved market. With consistent demand and strong community relationships, this practice presents a turnkey opportunity with immediate income potential. All inquiries will be held in strict confidence. A signed non-disclosure agreement is required for more information https://tworld.com/locations/Florida/orlando/listings/Tax-Bookkeeping-Practice-for-Sale-Orange-County

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A lucrative network of 13 well-established tax preparation and financial services locations strategically situated across Southwestern Nova Scotia. This turnkey operation boasts a loyal client base, experienced staff, and a solid reputation for delivering exceptional financial solutions. Each location is fully equipped with modern facilities and technology, ensuring seamless service delivery. With a strong presence in the community and a proven track record of profitability, this business offers a remarkable opportunity for growth and expansion in the financial services sector. Perfect for investors seeking a stable income stream or entrepreneurs looking to enter the financial services industry. The potential growth for this network of 13 tax preparation and financial services locations in Southwestern Nova Scotia is promising. The region is experiencing steady economic development, with small businesses and individuals increasingly seeking professional financial services. The growing awareness of the importance of tax compliance and financial planning among residents creates a strong demand for these services. Additionally, opportunities for expanding service offerings, such as bookkeeping, payroll, and financial advisory services, can attract a broader client base. Leveraging the existing loyal clientele and reputation, combined with targeted marketing efforts and community engagement, can further enhance the business’s market penetration and revenue streams. The potential for technological advancements, such as online service platforms and mobile applications, also presents avenues for innovation and increased accessibility, catering to the evolving needs of clients in the digital age. https://www.tworld.ca/locations/Nova-Scotia/atlanticcanada/listings/Successful-and-well-known-tax-preparation-company-for-sale

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Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships, referral-based growth, and personalized advisory service. Services include: Individual and business tax preparation Tax planning and consulting Partnership and corporate returns QuickBooks advisory services IRS correspondence and support The practice serves a diverse client base across multiple industries, including automotive, service businesses, restaurants, real estate investors, and professional services. The business operates with established systems including Drake Tax Software, Secure File Pro, QuickBooks Online, DocuSign, and CPA Charge, allowing efficient remote and in-office servicing. With minimal marketing currently in place, this opportunity offers substantial upside through digital marketing, expanded advisory services, bookkeeping, payroll, and additional staffing. The seller is committed to supporting a smooth ownership transition and may consider flexible financing structures for qualified buyers. Significant growth opportunities exist for a buyer through: Digital modernization and cloud workflows Social media and Google Business marketing Local SEO and community advertising Expanded bookkeeping and payroll services Financial planning and advisory services Additional staffing and preparers Referral partnerships with attorneys, financial planners, and bookkeepers The business currently relies almost entirely on referral-based growth with minimal advertising spend, creating substantial upside for a buyer implementing a more proactive marketing strategy. https://tworld.com/locations/Arizona/flagstaffwesternaz/listings/Arizona-CPA-w-Long-term-seller-support

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** Under Contract ** Founded in 1997 this well established Enrolled Agent (EA) accounting firm boosts the highest IRS credential specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns. This successful practice consists of 38 corporate clients many of which pay a monthly retainer fee and 125 personal clients requiring personalized tax services. This practice can be easily consolidated into another existing LOCAL practice. Seller is willing to make client introductions for a seamless transition. Expanded marketing Increased cost of services Word of mouth referrals https://tworld.com/locations//jacksonville/listings/Turnkey-Establish-Bookkeeping-Practice
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