Listing Number: BBF-1287-00031 May Qualify For Visa

Category: Accounting
SIC: 8721 – Tax Practice
Detail: Full-Service Accounting, Tax, & Insurance Business
Price: $9,000,000
Down Payment: $9,000,000
County: Miami-Dade
State/Prov.: Florida
Country: USA
Discretionary Earnings: $2,560,343
Sales: $4,319,366

Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade County

This well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance services. With a strong reputation in the Latin American community, approximately 85% of the client base is Spanish-speaking. The business has a proven track record of consistent revenue and profitability.

Services Offered:

• Personal and corporate tax return preparation

• Bookkeeping services

• Tax preparation seminars and training

• Property and casualty insurance solutions

Revenue Breakdown:

• Personal tax returns: 60%

• Corporate tax returns & bookkeeping: 40%

Operations & Staff:

• 24 full-time employees, including the owner

• Seasonal tax preparers hired during peak season

• Entire team expected to remain post-sale for operational continuity

Locations:

• 4 accounting and tax offices

• 1 property & casualty insurance office

• 1 new fully equipped tax & accounting branch scheduled to open in September 2025

Growth Potential:

• Scalable business with documented SOPs for efficient replication

• Opportunity to launch multiple new branches annually

• Turnkey for strategic investors or operators looking to grow in financial services

Important Note:

• No lender or seller financing available

• CIM available upon NDA, proof of liquidity for full price, and buyer background/experience

Business Details:

• Relocatable: No

• Home Based: No

• Franchise: No

• Lender Pre-Qualified: No

• May Qualify For Visa: Yes

Assets Included:

• Accounts Receivable: $0 – No

• Inventory: $0 – No

• Furniture, Fixtures & Equipment (F F & E): $400,000 – Yes

• Leasehold Improvements: $0 – No

• Total Assets: $400,000 – Yes