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Baldwin County, Alabama
Asking Price
$965,000
Revenue
Call/Email
Down
$110,000
Cash Flow
Call/Email
Name: Donald Denham
Name
Donald Denham
Reason for sale:
Retirement
Lease Options:
N/A
Listing Number:
24876-952976
Sales:
$924,000
Seller's Discretionary Earnings:
$450,000
Posting ID:
ID tw:83454 / Listing Number 24876-952976
Business Category:
Accounting
Keywords:
Transworld
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Baldwin County, Alabama
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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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For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key opportunity for an ambitious tax professional ready to step into ownership and scale an existing foundation. With increasing demand for tax and financial services, the business is well-positioned for continued long-term growth and expansion. The current owner has just been working part-time and completed roughly 250 tax returns this tax season. With full-time management, the business could grow tremendously, especially given the prime location! If you are ready to transition from employee to owner without starting from scratch, this proven practice could be your ideal launchpad. https://tworld.com/locations/Virginia/commonwealth/listings/Established-Richmond-Tax-Prep-Business-with-Strong-Client-Base-

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