Profitable Cloud-Based Tax & Accounting Firm for Sale in Massachusetts

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Financial Details

Asking Price:
$1,000,000
Annual Revenue:
$790,405
Cash Flow / SDE:
$448,000
Profit Metric:
Cash Flow (Seller's Discretionary Earnings)
Valuation Multiple:
2.2x
Location:
MA, US
Source:
Date:
October 19, 2025

Key Highlights

Highly profitable niche firm with strong referral network generating more demand than capacity allows.
Cloud-based structure ensures security, low overhead, and national client reach.
Significant, untapped growth potential ready for an expanding team.

Description

This is an excellent opportunity to acquire a highly profitable, established cloud-based tax and accounting firm located in Essex County, Massachusetts. The business specializes in high-fee engagements (minimum $1,500) and serves clients across the country. Operations are streamlined, relying on a secure, remote model with no required in-person client visits. The firm boasts a robust referral network that currently exceeds the capacity of the existing team (2 FTEs: CPA Manager + Admin Staff). Growth has been intentionally capped, presenting immediate expansion opportunities for a new owner. The sale is motivated by the owner's planned retirement, and reasonable transition support will be provided to ensure continuity.

Industry Information

Industry Description:
This is a highly profitable, cloud-based tax preparation and accounting firm serving clients nationally, specializing in high-fee engagements.
Classification:
Financial Services

Operational Snapshot

Employees:
2
Reason for Selling:
Owner's planned retirement

Real Estate & Lease

Status:
Leased

Broker Contact

Name:
Nick Makrys

Listing Details

Listing ID:
50a3d8cc-c391-4ea7-957e-8929ea5181af
Source Listing ID:
2431100
Deal Status:
For Sale
Last Updated:
October 19, 2025
Currency:
USD

Features & Tags

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Tags & Categories
Cloud Based Tax Services High Cash Flow CPA Firm Retirement Sale