Profitable Tax & Financial Services Firm with Dual Locations and 8% Growth

This listing features a high-margin, multi-service tax and financial services firm with a strong repeat client base, operating from two strategic locations in Utah. The business has achieved consistent 8% annual growth over the past three years, offering immediate cash flow and significant recession resistance. Its diversified revenue streams include individual and business tax preparation, payroll processing, comprehensive accounting and bookkeeping, QuickBooks consulting, financial planning, and insurance services. The firm has cultivated deep client relationships and established scalable operational systems, ensuring a seamless transition for a new owner. Key team members are committed to remaining post-acquisition. Identified growth opportunities include targeted marketing campaigns, enhanced digital presence, and expanded financial planning and insurance offerings. The current owner is retiring and is committed to facilitating a smooth handover. This turnkey acquisition represents an ideal platform for an investor or operator seeking immediate profitability and substantial expansion potential within the thriving financial services sector.