Profitable Tax & Financial Services Firm with Dual Locations

This is 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 demonstrated 8% annual growth over three consecutive years and offers a diversified revenue model including tax preparation, payroll processing, accounting, bookkeeping, financial planning, and insurance services, making it recession-resistant. It features established systems, a loyal client base, and key team members committed to staying post-acquisition, positioning the new owner for immediate success and significant expansion potential. The owner is retiring.