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

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Tags & Categories
Tax Preparation Cloud Based Remote Work High Profit Margin Team In Place