In 2025 the practice collected $210,359 in client-facing fees across 241 client returns, and 2026 is running ahead, with billings of $203,165 by mid-October, 97% of the full prior year, and the average return fee up about 12%. The client base is unusually diversified. The largest single client was 1.2% of fees and the ten largest combined about 9%, so no relationship carries the business. Revenue is traced invoice by invoice to the billing systems and to bank deposits.
Tax returns were historically prepared by an outside CPA firm that retained about $71,370 of 2025 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 credentialed tax professional.
The owners are pursuing other ventures and will provide a four-week transition and a five-year non-solicitation covenant. Offered at $245,000, cash at closing. Represented by First Choice Business Brokers Utah (FCBB Summit office). NDA required.
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In 2025 the practice collected $210,359 in client-facing fees across 241 client returns, and 2026 is running ahead, with billings of $203,165 by mid-October, 97% of the full prior year, and the average return fee up about 12%. The client base is unusually diversified. The largest single client was 1.2% of fees and the ten largest combined about 9%, so no relationship carries the business. Revenue is traced invoice by invoice to the billing systems and to bank deposits.
Tax returns were historically prepared by an outside CPA firm that retained about $71,370 of 2025 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 credentialed tax professional.
The owners are pursuing other ventures and will provide a four-week transition and a five-year non-solicitation covenant. Offered at $245,000, cash at closing. Represented by First Choice Business Brokers Utah (FCBB Summit office). NDA required.
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