Established Tax & Accounting Firm with Loyal Clients in Scottsdale, AZ
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
- Source:
- Date:
- September 23, 2025
Key Highlights
Description
This established tax and accounting firm in Scottsdale, AZ, offers a strong profit margin, consistent revenue, and a loyal client base built entirely through referrals. The business specializes in tax preparation ($510,000 annually) and accounting/bookkeeping services ($210,000 annually), serving closely held businesses and individuals with deep expertise and a personalized, hands-on approach. The firm differentiates itself by offering value and personalized service, positioned between high-volume chains and traditional CPA firms. The seller, working approximately 45 hours per week, is open to staying on post-sale to ensure a smooth transition. With established systems, a strong client base, and operational upside, this is a turnkey opportunity with immediate income and long-term growth potential. The business is listed for $995,000 with $719,120 in gross revenue and $379,068 in total income. It was established in 2012 and operates from a 626 sq ft leased space with monthly rent of $1,100, expiring in October 2025.
Industry Information
- Industry Description:
- Tax and accounting firm
- 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:
- No
Broker Contact
- Company:
- First Choice Business Brokers
- Phone:
- (800) 940-9109
Listing Details
- Listing ID:
- cb107fa8-f875-43d8-a906-9484f299fed8
- Source Listing ID:
- 24548
- Deal Status:
- For Sale
- Last Updated:
- September 23, 2025
- Currency:
- USD