Established Remote Tax Preparation Practice with 240+ Clients

UT

Tech & Media

Established Remote Tax Preparation Practice with 240+ Clients

Asking price

$245,000

Cash flow (TTM)

$89K

Reported by seller

Revenue (TTM)

$210K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established Remote Tax Preparation Practice with 240+ Clients.

This fully remote tax preparation and compliance business, established in 2022, serves individuals and small businesses across all 50 states without a physical office or employee payroll. In 2025, it generated $210,359 from 241 client returns, and 2026 is projected to exceed that with $203,165 in billings by mid-October. The client base is well-diversified, with no single client representing more than 1.2% of fees. Most tax returns were previously prepared by an external CPA firm, allowing a buyer who handles returns in-house to retain the entire fee. The ideal purchaser would be an established tax firm or a qualified tax professional. The owners are shifting their focus to other projects and will provide a four-week transition period along with a five-year non-solicitation agreement. The business is on the market for $245,000, payable in cash at closing. Key assets include client relationships, the brand, the website, and a cloud-based platform for client management. The tax preparation industry is stable and growing, with opportunities for expansion through additional services and automation. The owners are selling to pursue other ventures.

The fine print

Detailed information.

IndustryTech & Media
Real estateLeased
Reason for sellingOwners are pursuing other ventures.
Year established2022
Contact number
Email

BizScout Score

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Why this score?

Historical comps

How this asking price compares.

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Recent comparable sales

Industry context

The industry this business sits in.

Size, momentum, structure, and where the risk concentrates.

Location & catchment

Location not disclosed

Reference data sourced from Census ACS, Census County Business Patterns, and NOAA Climate Normals. Exact address shared after NDA.

Why this deal stands out

The case for this acquisition.

Scannable cards on owner involvement, asset transfer, revenue quality, and other deal-shaping signals pulled from this listing.

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Asking price

$245,000

View on BizScout