Gross Revenue: $1,500,000
Location: SouthWest, Colorado
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: CO-2049
Listing Status: New
Description
- 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
Operation
Year Established: 2006
Summary
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
CONTACT PERSON
