Listing Number: 86808-577252
Beloved and a little bit quirky, this tax service only firm provides caring and fun tax service year after year to a loyal client base.
The business is being split with the majority (face to face clients) staying in this transaction and a few (online) moving with another firm.
Recently achieved $1.0MM in refunds for clients.
Pricing is positioned higher than H&R Block but much lower than a CPA firm. This provides great service at competitive price.
Clients join at a net rate of about 12% per year and fees rise at 2%.
Seller is willing to stay on full or part time.
This business is located in Palm Desert.
- Price: $119,000
- Down Payment: $60,000
- Sellers Discretionary Earnings: $50,324
- Total Sales: $108,511
- Location: Riverside County, California
- Inventory: $0
- FF&E: $1,000
- Employees: 2
- Year Established: 1993
- Reason for Selling: Retiring
- Category: Accounting