This tax and accounting firm delivers strong profit margins, consistent revenue, and a loyal client base built entirely through referrals. With no current marketing, demand remains high — a clear indicator of the firm’s reputation and value. The service mix includes tax preparation, accounting, and bookkeeping, generating approximately $510,000 from tax work and $210,000 from accounting services annually.

The firm primarily serves closely held businesses and individuals, offering deep expertise, year-round support, and a hands-on approach focused on maximizing client savings. Clients are not rushed through transactions. Instead, the firm takes time to uncover deductions, ensure compliance, and provide real financial results. This level of care positions the firm between high-volume chains like H&R Block and traditional CPA firms offering a unique combination of value and personalized service.

The seller currently works ~45 hours per week across tax prep, review, client onboarding, and issue resolution but is open to staying on post-sale to ensure a smooth transition. With systems in place, a strong client base, and operational upside through hiring and pricing, this firm presents a turnkey opportunity with immediate income and long-term growth potential.

Listing Number:

Category:

SOLD

Financial Information:

Gross Revenue:

Listed Price:

Total Adjusted Net Income:

Equipment / Fixtures:

Year Established:

General Location:

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.

Read First Choice Business Broker, Terms of Use before responding to any ad.

Established Tax & Accounting Business | Loyal Clients, Owner Support Available

Location: Scottsdale, AZ

This tax and accounting firm delivers strong profit margins, consistent revenue, and a loyal client base built entirely through referrals. With no current marketing, demand remains high — a clear indicator of the firm’s reputation and value. The service mix includes tax preparation, accounting, and bookkeeping, generating approximately $510,000 from tax work and $210,000 from accounting services annually.

The firm primarily serves closely held businesses and individuals, offering deep expertise, year-round support, and a hands-on approach focused on maximizing client savings. Clients are not rushed through transactions. Instead, the firm takes time to uncover deductions, ensure compliance, and provide real financial results. This level of care positions the firm between high-volume chains like H&R Block and traditional CPA firms offering a unique combination of value and personalized service.

The seller currently works ~45 hours per week across tax prep, review, client onboarding, and issue resolution but is open to staying on post-sale to ensure a smooth transition. With systems in place, a strong client base, and operational upside through hiring and pricing, this firm presents a turnkey opportunity with immediate income and long-term growth potential.

Listing Number:

Category:

Ciro 'Vic' Coppola

Office: (702) 368-2500   |  Cell: (725) 233-3333

License #: BS.0146004

Financial Information:

Gross Revenue

$719,120

Listed Price:

$995,000

Lease Information:

Square Feet:

626

Total Rent:

$1,100

Lease Expiration:

10/2025

Lease Options:

N/A

Asset Information:

Leasehold Improvements:

$0

Equipment / Fixtures:

$10,000

Additional Information:

Full-Time Employees:

0

Part-Time Employees:

0

Training Period:

2 weeks

Reason for Selling:

Seller needs capital to professionalize operations and scale effectively.

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.

Read First Choice Business Broker, Terms of Use before responding to any ad.