High-Margin Multi-Service Tax Firm

Acquire a Profitable Tax & Financial Services Powerhouse with Immediate Cash Flow

Turn-Key Acquisition: 8% Growth, Dual Locations, Recession-Resistant

Transform your investment into immediate returns with this established financial services firm delivering consistent cash flow across two strategic Utah markets.
This confidential opportunity offers a rare chance to acquire a thriving, multi-location financial services operation with proven profitability and consistent growth. This premium business blends the stability of tax preparation with the recurring revenue of financial services, achieving an 8% annual growth rate over the past three years.

Strategic Market Position & Revenue Diversification
Operating from two prime locations in Utah, the firm serves individual and business clients across multiple Western states. Revenue streams include individual and business tax preparation, payroll processing, accounting and bookkeeping packages, QuickBooks consulting, financial planning, and insurance services. This mix creates natural recession resistance and reduces the seasonal swings seen in tax-only practices.

Client Loyalty & Competitive Edge
This firm stands out with its full-service approach that goes beyond tax prep. Clients benefit from CFO-level advisory, integrated payroll, ongoing bookkeeping, and insurance guidance—creating strong client relationships and excellent retention. Its decades-long reputation has cultivated a loyal client base, generating predictable, recurring revenue with minimal acquisition costs.

Operational Excellence & Scalability
The business runs on a lean, proven model with systems built for a smooth ownership transition. Key team members are expected to remain post-sale, ensuring continuity. The current owner has created scalable processes across management, client service, and strategy, positioning the buyer for immediate operational success.

Immediate Growth Potential
The buyer inherits a platform primed for growth through direct outreach to local businesses, digital marketing, expanded financial planning and insurance services, and added consulting or bookkeeping packages. These strategies can leverage existing relationships and infrastructure for accelerated ROI.

Investment Highlights
● Immediate Cash Flow: Profitable from day one
● Proven Growth: 8% annual increase reflects strong demand and operations
● Geographic Reach: Two Utah offices serving clients across multiple states
● High-Margin Services: Diversified offerings maximize revenue per client
● Recession-Resistant: Essential financial services drive stable demand
● Turnkey Operation: Experienced staff, loyal clients, and systems included

Fully licensed, compliant, and supported by a retiring owner committed to a smooth transition, this opportunity is ideal for an operator or investor seeking profitability with strong growth potential.

Contact us to sign a confidentiality agreement, review detailed financials, and explore how this established firm can become your pathway to immediate cash flow and long-term success.

This is a leased multi-location of 2,000 square feet with a Total monthly rent of $6,323. Lease ends 12/2029. Seller is active with 3 FT employees and 2 Independent Contractors. Hours of operation are 8 AM - 5 PM, M-F. $80,812 in FF&E included in the asking price. $6,404 made in leasehold improvements.