Business Description

Thriving tax business with a strong client base is available for purchase, making it an ideal opportunity for an existing practice looking to expand. This established business, utilizing Tax Wise software, has a robust track record of quality tax and bookkeeping services spanning nearly a decade. With an annual output of 650 returns, the majority being simple personal and small business returns, this business caters to clients in Georgia and South Carolina. In addition to tax services, the business offers bookkeeping, payroll, sales tax filing, and business formation services to a loyal base of 12-15 clients, ensuring year-round revenue. The practice is well-organized, supported by efficient administrative staff, and benefits from a strategic location within a shared office space alongside a high-volume insurance company that acts as a reliable referral source. The seller is willing to assist with this year's tax return completion before retiring, presenting a valuable opportunity for a new owner to seamlessly take over and capitalize on the existing workload and revenue. Now is the