Profitable Cloud-Based Tax Preparation Firm with Established Team in Essex County, MA
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Financial Details
- Asking Price:
- $1,000,000
- Annual Revenue:
- $790,405
- Cash Flow / SDE:
- $448,000
- Profit Metric:
- Cash Flow (SDE)
- Valuation Multiple:
- 2.2x
- Location:
- MA, US
- Source:
- Date:
- October 20, 2025
Key Highlights
Highly profitable niche operation generating $448k SDE.
Fully cloud-based model requiring no in-person client visits.
Established team structure (CPA Manager + Admin) ready for expansion.
Description
This is a highly profitable, established cloud-based tax firm strategically positioned within a lucrative niche, serving clients nationwide. The business boasts a robust referral network that currently exceeds capacity, indicating significant untapped growth potential. Operations are streamlined, requiring no in-person client visits, and the firm benefits from high average fees (minimum $1,500). Key personnel, including a CPA Manager and administrative staff, are already in place, ensuring operational continuity post-acquisition. The owner is selling due to planned retirement and offers reasonable transition support.
Industry Information
- Industry Description:
- Tax Preparation and Accounting Services, operating remotely.
- Classification:
- Financial Services
Operational Snapshot
- Employees:
- 2
- Reason for Selling:
- Planned Retirement
Real Estate & Lease
- Status:
- Leased
Broker Contact
- Name:
- Nick Makrys, CPA
Listing Details
- Listing ID:
- 62b36df6-860a-4369-86df-5220d9ca5b75
- Source Listing ID:
- 2431100
- Deal Status:
- For Sale
- Last Updated:
- October 20, 2025
- Currency:
- USD
Features & Tags
Quality Verified
This listing meets our quality criteria and standards.
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Tags & Categories
Tax Preparation
Cloud Based
Remote Work
High Profit Margin
Team In Place