Contact Information

Jim Span, Business Broker, M&A
The Chase Group
Carlsbad, CA
Phone: 760-274-3291

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Tax & Accounting Clientele for Sale

Asking Price: $ 25,000

Status: Available
Location: San Diego County
Down Payment: $ 25,000
Total Sales: $ 21,254
Discretionary Earnings: $ 18,697
Listing#: TCG1866939

Business Description:

This business opportunity is to purchase the existing clientele from a tax & accounting firm. The Company has been operating since 2015 in the San Diego area offering accounting, tax and payroll services to a small yet loyal group of clients. Most have remained on board since inception.

There are approximately 55 active clients, 50 of which are individuals who require tax return services and 5 small businesses that require monthly accounting, tax and payroll services. It is anticipated that all of the clients will transfer seamlessly to the buyer, and the seller will provide up to 40 hours of transition consulting to ensure a smooth transition. Ideal opportunity for a current accounting firm looking to add a loyal book of business to their existing portfolio.

Facilities/Location/Real Estate
This is currently a homebased business.

I Would Like More Information on the Tax & Accounting Clientele for Sale