Established Tax & Accounting Firm with Loyal Clients in Scottsdale, AZ
Financial Details
Key Highlights
Description
This established tax and accounting firm in Scottsdale, AZ, offers a strong profit margin and consistent revenue, built entirely on a loyal client base acquired through referrals. The business provides tax preparation, accounting, and bookkeeping services, serving closely held businesses and individuals with a personalized, year-round support approach. With no current marketing, demand remains high, indicating a strong reputation. The seller is willing to provide ~45 hours of support post-sale for a smooth transition. Systems are in place, presenting a turnkey opportunity with immediate income and long-term growth potential through hiring and pricing optimization. Includes $10,000 in equipment/facilities. The business was founded in 2012 and operates from a 626 sq ft leased space with rent of $1,100/month, expiring in October 2025.
Industry Information
- Industry Description:
- Financial Services
- Classification:
- Service Businesses
Operational Snapshot
- Year Established:
- 2012
- Employees:
- 0
- Reason for Selling:
- Seller needs capital to professionalize operations and scale effectively.
Real Estate & Lease
- Status:
- Leased
- Monthly Rent:
- $1,100 USD
- Lease Expiration:
- 2025
Assets & Inventory
- FF&E Value:
- $10,000 USD
- Includes FF&E:
- Yes
- Inventory Value:
- $0 USD
- Includes Inventory:
- Yes
Broker Contact
- Name:
- Leilani Felix-Acosta & Fernando Acosta
- Company:
- First Choice Business Brokers
- Phone:
- (602) 675-4261
Listing Details
- Listing ID:
- 56f3f565-45db-4208-b2dc-adbc2a5244ad
- Source Listing ID:
- 24548
- Deal Status:
- For Sale
- Last Updated:
- September 24, 2025
- Currency:
- USD