Forretningsbeskrivelse

Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships, referral-based growth, and personalized advisory service.

Services include:

Individual and business tax preparation
Tax planning and consulting
Partnership and corporate returns
QuickBooks advisory services
IRS correspondence and support

The practice serves a diverse client base across multiple industries, including automotive, service businesses, restaurants, real estate investors, and professional services.

The business operates with established systems including Drake Tax Software, Secure File Pro, QuickBooks Online, DocuSign, and CPA Charge, allowing efficient remote and in-office servicing.

With minimal marketing currently in place, this opportunity offers substantial upside through digital marketing, expanded advisory services, bookkeeping, payroll, and additional staffing.

The seller is committed to supporting a smooth ownership transition and may consider flexible financing structures for qualified buyers.