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Ref Location Annual Gross $ Status Private sale/Name of broker
2218 Greater Fond du Lac Area $469,000 On Hold Private Sale

Well-established accounting, tax & payroll practice with excellent reputation and loyal client following for sale due to owner's desired retirement.

Selling price of practice: $469,000 + $167,000 for office real estate

Revenues are nearly all recurring: approximately 62% income tax prep ($291k) and 38% accounting & payroll ($178k).

~900 - 1040's
~150 - Other annual tax returns

Staffing (all expected to continue with buyer):

1 - FT Accounting & Payroll Manager
2 - PT year-around accounting/payroll/client service staff
1 - FT seasonal tax administrator, PT (50%) balance of year
1 - FT seasonal EA, PT (as needed) balance of year
1 - FT CPA (owner)

Primary technologies: QuickBooks & ProSystem fx (Global fx).

Both tax preparers are also experienced with Lacerte & ATX.

2 well-maintained, owned locations to be included in sale at assessed value of $167,000.

Brokers: Please do not reply to this listing.

Both offices are fully equipped and networked. All furniture, equipment and intangible assets included in practice sale price.

Owner is willing to continue working for buyer, as needed.

For more details please contact the advertiser about this listing:
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