Established Tax and Accounting Firm in Utah

This well-established tax and accounting firm in Utah caters to 898 active clients across two locations: one in the Wasatch Front and another in the Uintah Basin. The firm's client base is notably diverse, with the largest client contributing only 2.72% to revenue, and the top fifteen clients collectively accounting for under 17%. Approximately 37% of clients utilize multiple services, which generate 60% of total billings, with about 90% of revenue being recurring annually. In 2025, the firm reported revenues of $845,118 and seller's discretionary earnings of $355,063, achieving a margin of 42.0%. Revenue for the first half of 2026 is trending 6.6% higher than the previous year. The practice has a long-standing referral network developed over sixty years, with no marketing expenses. One partner will retire upon sale with a 30-day transition period, while the other will remain for 12 months as a contractor. SBA financing options are available. The asking price for the business is $1,295,000. The firm operates from two leased premises, both of which are assignable, with lease terms favorable to the buyer. The practice utilizes advanced digital tools for service delivery, including professional tax software and secure document portals. The sale includes all necessary furniture and equipment. The market for tax and accounting services is stable with consistent demand, and there are opportunities for growth by expanding service offerings and client relationships. The reason for the sale is retirement and partner exit.