Established Tax & Accounting Practice in Mercer County

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Financial Details

Asking Price:
$335,000
Annual Revenue:
$395,360
Cash Flow / SDE:
$159,464
Profit Metric:
Total Income
Valuation Multiple:
2.1x
Location:
US
Sources:
Date:
September 24, 2025

Key Highlights

Established tax and accounting practice with a loyal client base.
Comprehensive financial services including tax preparation, bookkeeping, and payroll.
Retirement sale offering growth potential for a new owner.

Description

This established tax and accounting practice, founded in 1990 and located in Mercer County, offers a comprehensive suite of financial services to individuals and businesses. The business has cultivated a trusted reputation for delivering accurate, timely, and personalized financial services, including tax preparation, bookkeeping, payroll, and advisory support. With a loyal client base and a strong emphasis on consistency and client care, the practice maintains long-standing relationships. The owner is retiring, presenting an excellent opportunity for another firm or individual to acquire a well-regarded practice with potential for further growth. The business operates from a leased 1800 sq ft space and is supported by 1 full-time and 2 part-time employees. A CPA or EA license would be beneficial for the new owner.

Industry Information

Industry Description:
Financial Services
Classification:
Financial Services

Operational Snapshot

Year Established:
1990
Employees:
3
Reason for Selling:
Retirement

Real Estate & Lease

Status:
Leased
Monthly Rent:
$11,700 USD

Assets & Inventory

FF&E Value:
$13,136 USD
Includes FF&E:
Yes
Inventory Value:
$0 USD
Includes Inventory:
No

Broker Contact

Name:
Samuel Meister
Company:
First Choice Business Brokers
Phone:
(412) 406-6281

Listing Details

Listing ID:
1b2a75f9-f8b7-425c-b056-4c6381e9e4ab
Source Listing ID:
24436
Deal Status:
For Sale
Last Updated:
September 24, 2025
Currency:
USD

Features & Tags

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Tags & Categories
Tax Preparation Accounting Bookkeeping Payroll Advisory