Book of Business - 200 Tax Clients
View Original Listing
Sign in to save
Financial Details
Key Highlights
Established client base of 200 recurring tax clients.
Seller will assist with client migration.
Owner retiring, offering a stable business opportunity.
Description
This listing presents an established book of business comprising 200 recurring tax clients located in Tracy. The seller is offering this valuable client list, with assistance provided for client migration to the new owner. The business was established in 2005 and is being sold due to the owner's retirement. Key financial figures include a Gross Revenue of $50,000 and a Listed Price of $65,000, with Total Income also reported at $50,000. No physical assets, inventory, or leasehold improvements are included in this sale, indicating a focus on the client relationships and recurring revenue stream. A CPA license is required to operate this business.
Industry Information
- Industry Description:
- Service Businesses
- Classification:
- Service Businesses
Operational Snapshot
- Year Established:
- 2005
- Employees:
- 0
- Reason for Selling:
- Retirement
Real Estate & Lease
- Status:
- Not Included
- Monthly Rent:
- $0 USD
Assets & Inventory
- FF&E Value:
- $0 USD
- Includes FF&E:
- No
- Inventory Value:
- $0 USD
- Includes Inventory:
- No
Broker Contact
- Name:
- Ardeshir Vosooghi
- Company:
- First Choice Business Brokers
- Phone:
- (650) 397-6562
Listing Details
- Listing ID:
- d8a57ca1-04f2-4843-899a-4a7afd11b7d9
- Source Listing ID:
- 23800
- Deal Status:
- For Sale
- Last Updated:
- September 24, 2025
- Currency:
- USD
Features & Tags
Quality Verified
This listing meets our quality criteria and standards.
Verified
Tags & Categories