|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|0726||AZ||Phoenix||$539,000||sold||Berkshire Business Sale & Acquisitions|
Client centric, high margin tax practice for sale in Phoenix. This practice was built with efficiency, margins, tax season workloads and value creation in mind. This principal has created an incredible boutique practice complete with a bungalow style property, incredible margins on the returns and a process that minimizes both client and tax preparer stress during tax season. With average 1040 return prices in excess of $750, this practice contains clients that value expert tax advice and planning and are happy to pay for this advice and counsel.
The principal is requiring buyers to have their CPA and have a Masters in Taxation or equivalent experience and continuing education. Annual cash flows in excess of $370,000 have been consistently produced on approximately 539,000 of gross revenues.
The practice is completely turn-key. Detailed Information Facilities: The real estate is complete with several offices, a reception area, customer waiting area and a bull pen where multiple employees can reside. The building is located on an oversized lot with large mature trees and a serene green belt behind the building.
Complete with its own history and story, the bungalow adds a unique ambiance that is unlike your traditional CPA office.
The business is in a prime Central Phoenix location that allows clients to be serviced all across the valley.
This is currently a tax only practice. The possibilities are endless to further expansion and helping clients through multiple product offers.
Negotiable Support/Training: Negotiated Training and support will be provided and the owner is available for a transition period with a negotiated fair market compensation.
Leaving the business for new venture.
Asking Price: $700,000
Gross Income: $539,000
Cash Flow: $370,000