Business Is Available for Unlock!

Tax Preparation and Accounting Firm

A Long Island tax preparation and accounting practice, offered together with the building it operates from.

Business Highlights

Tax preparation and accounting services from an established Long Island office
The operating building is included and sold in the same transaction
Margins are strong, with owner earnings representing a substantial share of revenue

The seller material is unusually thin. Client count, retention and revenue mix all need establishing directly.
What credentials must the buyer hold to serve this client base, and is the owner a CPA or EA?
How much of revenue is seasonal tax preparation versus year-round accounting work?
The owner will not hold a note, so the deal needs full funding at close. How is the building valued within that?
How much of the client relationship is personal to the owner after years of practice?

Tax preparation renews annually without being resold, which is among the stickiest revenue in professional services
Buying the building converts rent into equity for an owner-operator
Year-round advisory and bookkeeping smooth revenue that is otherwise seasonal
Accounting practices in established suburban markets are consistently in demand from consolidators