Tax and Accounting Practice For Sale – Bucks County, PA – $173,000 Revenue

This tax and accounting practice generates an impressive 83% Seller’s Discretionary Earnings (SDE) margin.
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Located in Bucks County, Pennsylvania, the practice offers a well-diversified mix of individual and corporate tax returns, along with monthly, quarterly, and annual accounting services.
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The client base is primarily comprised of farmers, agricultural businesses, rental property owners, and a variety of Schedule C business owners. Approximately 90% of clients submit their tax documents by mail, email, or through the firm’s secure client portal, providing an efficient and convenient document collection process.
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Seller is willing to provide transitional assistance to the buyer to ensure successful retention, is also open to working up to full-time for the new owner between February 1 and April 15, is available to assist on an as needed basis for the remainder of the year, and is also available to train new owner/staff on agricultural items/issues.
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Business ID: PA-2163-FSBO

Reason For Sale:

Seller wishes to semi-retire

Training & Support:

Seller is willing to provide transitional assistance to the buyer to ensure successful retention and is also open to working up to full-time for the new owner between February 1 and April 15. Seller is also available to assist on an as need basis for the remainder of the year. Seller also available to train new owner/staff on agricultural items/issues.