Highly Rated Income Tax Service with Amazing Reviews! | Transworld Business Advisors

Highly Rated Income Tax Service with Amazing Reviews!

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.

Listing Details

  • 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

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