Full-Service Tax Resolution and Filing Firm

The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with the Internal Revenue Service (IRS) while taking into consideration a client’s ability to pay without financial hardship or asset seizures.

Key Aspects
• The Firm was ranked in the top 1500 for the 2021 and 2022 Inc. 5000 America’s fastest-growing private companies.
• The Firm has monetized a niche market with very little competition.
• A strong management team with decades of industry experience is in place.
• The tax management program offers repeat revenue opportunities in addition to one-time service fees.

Opportunities
• Increase advertising and business development to market to an underserved client base.
• Partner with affiliate businesses to increase new client generation and establish further mutually beneficial partnerships.
• Acquire similarly-sized niche competition to roll into a single firm.
• Open additional offices to serve new geographic markets.

Headquartered
• Southwest U.S.

Current Markets
• The Firm serves individuals and commercial businesses across the U.S., with a current client base focused in the Southwest U.S.

Real Estate
• The Firm operates from two office facilities located in the Southwest U.S., both of which are leased from unrelated third parties. There is room for additional lease space in both locations, and management notes that the Firm is highly relocatable.

Shareholder Objectives
• The Firm is held by two equal owners. One owner is willing to remain post-sale to assist with continued growth. The other owner is seeking to transition out of the Firm over a negotiable period. Both are open to a variety of deal structures