Business Description

This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric book of business in North Carolina's vibrant coastal region.

Business Overview
Specializing in small business formation, bookkeeping, payroll processing, and full-spectrum tax preparation, this practice has earned an impeccable reputation through organic word-of-mouth referrals and prominent Google search visibility. With a curated client base emphasizing long-term, high-quality relationships—many spanning over 15 years—the business prioritizes profitability and client satisfaction over high volume.

Financial Highlights
Average Annual Revenue: $226,534
Average SDE: $123,675

Key Strengths

• Over 25 years of proven operational success and deep client loyalty
• Organic growth via referrals, eliminating the need for paid advertising
• Top-tier Google rankings for consistent, cost-free lead generation
• Premium customer service with same-day response times
• Efficient home-based model minimizing overhead costs
• Strategic client selection focused on high-value, profitable accounts
• Proven track record of seamlessly replacing lost clients with superior ones

Transition Support
The seller is committed to a seamless handover and is offering subcontracted support throughout the 2025 tax filing season to maintain client relationships and ensure uninterrupted operations.

This ready-to-operate, turnkey book of business delivers immediate cash flow and expansive growth prospects in one of North Carolina's most sought-after markets. Ideal for buyers ready to step into a stable, scalable venture with minimal startup risk.