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
Source:
Date:
September 23, 2025

Key Highlights

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

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

Features & Tags

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