$1.5 Million Boulder Area Near Virtual Accounting and Tax Practice

Gross Revenue: $1,500,000

Location: SouthWest, Colorado

Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services

Listing ID: CO-2049

Listing Status: Under Contract

  • Located in the beautiful Boulder, Colorado, area
  • Could be virtualized: 90% of clients use the firm portal and very few clients meet in person
  • Seller’s Discretionary Earnings: $600,000 (2024 projected)
  • 50% of revenue is recurring monthly work / 50% of revenue is from tax preparation services
  • Average 1040 fees are over $1,000
  • No single client represents over 5% of revenue
  • Well-staffed
  • Seller is eager to assist in smoothly transitioning the clients and staff to a new owner
  • UltraTax
  • Business ID: CO-2049

Year Established: 2006


Reason For Sale:

The Seller wishes to pursue new business opportunities.

Training & Support:

The Seller is very willing to assist in transitioning the clients and staff to a new owner.

For more information on this listing, please complete our Non-Disclosure Agreement

Joshua Dennis, CPA

Joshua Dennis, CPA