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Established Tax & Bookkeeping Practice – Loyal Client Base


Listing Number: BBF-439-964238 May Qualify For Visa

Category: Accounting
SIC Code: 8721
Detail: Tax Practice

Price: $240,000
Down Payment: $120,000
Gross Sales: $161,897
Discretionary Earnings: $99,689

Location: Orange County, Florida, USA


Business Description

Well-established and reputable tax preparation and bookkeeping practice available for acquisition in Orange County, Florida. This owner-operated firm has built a loyal and long-standing client base by providing dependable financial services and personalized attention.

The practice primarily serves a diverse local community with a strong focus on Spanish-speaking clients, creating a valuable niche and steady referral network. Known for reliability, trust, and strong customer relationships, the business offers individual and business tax preparation, bookkeeping, and related financial services.

With consistent demand and recurring clients, this practice provides immediate income potential for a buyer. It is an ideal opportunity for an owner-operator, CPA, EA, or tax professional looking to step into a profitable turnkey operation. It can also serve as an expansion opportunity for an existing accounting firm seeking to grow its client base and revenue stream in a growing and underserved market.

The seller has built strong community relationships that support continued client retention and referral-based growth. This is a stable, cash-flowing business with excellent potential for further expansion through additional services such as payroll, tax planning, and advisory offerings.

All inquiries will be handled in strict confidence, and a signed Non-Disclosure Agreement (NDA) will be required prior to releasing additional information.


Key Highlights

  • Established tax preparation and bookkeeping practice

  • Loyal and long-standing client base

  • Strong presence within the Spanish-speaking community

  • Consistent demand and recurring revenue

  • Ideal for owner-operator or CPA expansion

  • Turnkey operation with immediate income potential

  • Opportunity to grow services such as payroll, advisory, and tax planning

  • Visa-eligible opportunity


Business Details

  • Relocatable: No

  • Home Based: No

  • Franchise: No

  • Lender Pre-Qualified: No

  • May Qualify For Visa: Yes


Assets

Asset Value Included
Accounts Receivable $0 No
Inventory $0 No
Furniture, Fixtures & Equipment $3,986 Yes
Leasehold Improvements $1,000 Yes
Real Estate $0 No
Total Assets $4,986 Yes


Listed By: John Bucher

Finance

Sales:

$161,897

Price and terms

Price:

$240,000