Profitable Scottsdale Tax & Accounting Firm with Loyal Referral Base

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Financial Details

Asking Price:
$995,000
Annual Revenue:
$719,120
Cash Flow / SDE:
$379,068
Profit Metric:
Total Adjusted Net Income
Valuation Multiple:
2.6x
Location:
Scottsdale, AZ, US
Sources:
Date:
November 01, 2025

Key Highlights

Strong client base built entirely through referrals with no current marketing spend.
Turnkey operation with immediate income potential and owner willing to stay for transition.
Excellent profit margins indicated by $379k income on $719k revenue.

Description

This established Tax and Accounting firm, located in Scottsdale, AZ, offers a compelling opportunity to acquire a profitable practice with consistent revenue streams derived from tax preparation ($510k) and accounting/bookkeeping services ($210k). The business boasts strong profit margins, evidenced by $379,068 in Total Adjusted Net Income against $719,120 in Gross Revenue. The client base is exceptionally loyal, generated solely through referrals, indicating high reputation and service quality. The seller works approximately 45 hours per week and is open to staying post-sale to ensure a smooth handover. With existing systems and clear operational upside potential (hiring/pricing adjustments), this represents a turnkey acquisition ready for immediate income generation and future scaling.

Industry Information

Industry Description:
This established tax and accounting firm specializes in tax preparation, accounting, and bookkeeping services for closely held businesses and individuals.
Classification:
Financial Services

Operational Snapshot

Year Established:
2012
Employees:
0
Reason for Selling:
Seller needs capital to professionalize operations and scale effectively.

Real Estate & Lease

Status:
Leased
Monthly Rent:
$1,100 USD
Lease Expiration:
2025

Assets & Inventory

FF&E Value:
$10,000 USD
Includes FF&E:
Yes
Includes Inventory:
No

Broker Contact

Name:
Ciro 'Vic' Coppola
Company:
First Choice Business Brokers
Phone:
(725) 233-3333

Listing Details

Listing ID:
c6b14f8b-a5fd-4250-a8dd-e78aa2890d56
Source Listing ID:
24548
Deal Status:
Sold
Last Updated:
November 01, 2025
Currency:
USD

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified
Tags & Categories
Tax Preparation Accounting Referral Based Turnkey Owner Support Available