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Ref Location Annual Gross $ Status Private sale/Name of broker
2866 Sacramento $714,000 Available Private Sale


Traditional firm with income tax preparation, bookkeeping and sales tax preparation. The firm focuses on small business and has provided a cost-effective way for these main street small business clients to get detailed financial information that is meaningful for managing their business. In addition, the firm has a strong stable of steady clients who have their individual taxes prepared by the firm. The firm has been in existence for almost 35 years and has a well-established presence in the Sacramento market.

The firm has an excellent staff and has a mix of senior tax preparers and bookkeepers and also younger professionals who can help propel this firm well into the future. The principal believes that all of the staff will want to transfer. The firm is producing solid financial results and attractive profitability from its core group of long-term business and individual clients serviced from a centrally located office

The principal of this attractive firm is an absentee owner spending just a few hours a week in his ownership duties. He has approached the business from an entrepreneurial perspective which he believes has positioned the firm to thrive in the future. The business is a steady money maker solidly positioned to continue to grow by serving the needs of small businesses in Sacramento

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