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Fountain Hills, Maricopa County, Arizona
Asking Price
$198,800
Revenue
Call/Email
Down
$30,000
Cash Flow
Call/Email
Name: Garrick Foy
Name
Garrick Foy
Year Established:
2015
Employees:
2
Reason for sale:
Retirement
Lease Options:
N/A
Listing Number:
60321-720062
Sales:
$176,672
Seller's Discretionary Earnings:
$110,842
Posting ID:
ID tw:90315 / Listing Number 60321-720062
Business Category:
Accounting
Keywords:
Transworld
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Fountain Hills, Arizona
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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

Worcester County, Massachusetts
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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

Ohio
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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

Nova Scotia
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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

Turnkey Establish Bookkeeping Practice
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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

Palm Beach County, Florida
Est. CPA & Accounting Practice Lender Pre-Approved
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Established CPA & Accounting Practice for Sale – Northern Palm Beach County Well-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach County. Operating successfully for over six years, this turnkey firm offers a loyal client base, experienced staff, strong recurring revenue, and excellent growth potential. Third party SBA lender approved with only 10%. down. The practice is staffed by the CPA owner, a senior accountant, and an experienced office manager, providing continuity and operational efficiency for a smooth transition. Technology & Systems. The practice utilizes industry-leading software, including: Thomson Reuters UltraTax Onvio File Cabinet Practice CS billing system Office & Location The firm operates from a professional 1,500-square-foot office located in a well-maintained professional office building in Northern Palm Beach County. The office features very reasonable lease terms, with rent of only $2,128 per month. Services & Revenue Breakdown Monthly Accounting Clients 20–30 recurring clients Average monthly fee: $625 Annual revenue: approximately $150,000 Individual Tax Returns 245 clients Average fee: $1,076.48 Annual revenue: $263,739 Business Tax Returns 129 clients Average fee: $1,287.67 Annual revenue: $166,110 Estate Tax Returns 33 clients Average fee: $1,176.82 Annual revenue: $38,835 Business Consulting Services Annual revenue: $22,979 Highlights Consistent recurring revenue Established client relationships Experienced professional staff in place Strong mix of tax and accounting services Turnkey operation with modern systems Excellent opportunity for expansion or satellite office Ideal opportunity for a CPA, EA, or accounting firm seeking growth through acquisition in a desirable South Florida market. Serious inquiries only. Additional information available upon request and execution of a confidentiality agreement. https://tworld.com/locations/Florida/westpalmbeach/listings/Est-CPA-Accounting-Practice-Lender-Pre-Approved-

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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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