Established Tax, Bookkeeping & Payroll Firm

Listing Number: 041621-125334

Listing Details

Established Tax, Bookkeeping & Payroll Firm
Price: $199,000
Location: Cook County, Illinois
  • Down Payment: $100,000
  • Sales: $187,450
  • Seller's Discretionary Earnings: $130,923
  • Inventory: $0
  • Furniture, Fixtures, and Equipment: $0
  • Employees: 1
  • Year Established: 1992
  • Reason for Selling: Retirement

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For More Information About This Listing
Tony Sansone
License # File #310001868
Listing Agent: Matt Friscia
License #File #310001868

Business Description

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250+ tax returns annually.

Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential.

The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.