30 Year Tax Practice- Lacerte - Turnkey & Profitable - Asking $495,000

Location: Arizona (Confidential) Asking Price: $495,000, 2026 Revenue (Through June 15): $314,565 Projected 2026 Revenue: $375,000. Returns Through June 376. Projected Returns: 400–415 Average Fee: ~$875–$900 Long established, 30 year old tax preparation and advisory practice, with a loyal client base.

Clients prefer personal contact, and many have been with the practice for 10–25 years. Approximately 100 returns per year are mailed or hand delivered. This is a retirement level practice with short hours, strong pricing, and exceptional cash flow.

Ideal for a CPA or EA seeking a stable turnkey book of business, with built in growth opportunities. Key Highlights sitting. with the client present appointment 2026 Revenue Breakdown (Through June 15) Total through June 15: $314,565 Workload & Schedule Tax Season: After April 15: Despite this relaxed schedule, the practice consistently produces $350k+ annually.

Growth Opportunities The practice farmed out bookkeeping and payroll, even though clients regularly requested these services. A buyer could easily add: Estimated growth potential: $50,000+ annually. Transition Sellers will provide 30 days of transition support.

Reason for Sale Owners are retiring after 30+ years at this practice. Next Steps Serious buyers should only apply. A signed Confidentiality Agreement (NDA), Buyer Financial Capability Form, and Verified proof of funds form will be supplied.