Established Tax & Accounting Firm with Loyal Clients in Scottsdale, AZ

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Financial Details

Asking Price:
$995,000
Annual Revenue:
$719,120
Cash Flow / SDE:
$379,068
Profit Metric:
Total Income
Valuation Multiple:
2.6x
Location:
Scottsdale, AZ, US
Sources:
Date:
September 24, 2025

Key Highlights

Established Tax & Accounting Firm with Loyal Client Base
Strong Profit Margins and Consistent Revenue from Referrals
Turnkey Opportunity with Owner Support Available for Transition

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

Features & Tags

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