Established Tax Preparation Business in Beaverton, OR with $208k Net Income

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Financial Details

Asking Price:
$274,000
Annual Revenue:
$451,418
Cash Flow / SDE:
$208,303
Profit Metric:
Total Adjusted Net Income
Valuation Multiple:
1.3x
Location:
Beaverton, OR, US
Source:
Date:
September 23, 2025

Key Highlights

Well-established tax preparation practice with a strong client base of approximately 1000 returns annually.
Significant net income exceeding $208,000, driven by a single revenue-generating employee (seller).
Experienced and dedicated support staff willing to remain, ensuring a smooth transition and continued operations.

Description

This listing presents a well-established tax preparation business located in Beaverton, Oregon, with a strong financial performance. The business has been operating since 2005 and generates substantial net income, exceeding $208,000 annually, with gross revenues of $451,418. The seller, an enrolled agent, is the sole revenue-generating employee, supported by three dedicated administrative staff members who are willing to stay on with the new owner. The practice handles approximately 900 personal and 100 business returns each year. The asking price for this profitable enterprise was $274,000. The business operates from a 1500 sq ft leased space with a monthly rent of $3,700. Equipment and fixtures valued at $5,000 are included. The seller is motivated by retirement, and comprehensive support and training will be provided to ensure a seamless transition. This represents a prime opportunity for an individual seeking a stable, profitable business in the financial services sector.

Industry Information

Industry Description:
Tax Preparation
Classification:
Financial Services

Operational Snapshot

Year Established:
2005
Employees:
3
Reason for Selling:
Retirement

Real Estate & Lease

Status:
Not included
Monthly Rent:
$3,700 USD

Assets & Inventory

FF&E Value:
$5,000 USD
Includes FF&E:
Yes

Broker Contact

Name:
Ciro 'Vic' Coppola
Company:
First Choice Business Brokers
Phone:
(702) 368-2500

Listing Details

Listing ID:
def49e45-58a6-473c-8a46-ecf5004773e3
Source Listing ID:
21960
Deal Status:
Sold
Last Updated:
September 23, 2025
Currency:
USD

Features & Tags

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Tags & Categories
Tax Preparation Professional Services Financial Services