Profitable Licensed Professional Tax / Business Se

Oregon
Asking Price: $799,000
Business For Sale Details
Listed on Oct 14, 2025

A Rare Opportunity: Acquire a Profitable & Established Financial Services Firm
Invest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and payroll company is seeking to retire, presenting a unique chance for a motivated licensed individual or firm to acquire a highly profitable and rapidly growing business.
The Business & Its Strengths
This is a full-service operation built on decades of excellence, ready for its next chapter of success.
Established and Trusted: Boasting 20+ years of service and strong relationships built on decades of trust and good will within the community.
Comprehensive Service Offering: The company handles essential financial needs, including full-service tax preparation for personal and business returns, complete bookkeeping needs, and reliable payroll services for businesses.
Financial Stability & Growth: The company has demonstrated consistent financial health, showing growth year over year in revenue and profitability.
Guaranteed Revenue: A strong foundation of recurring revenues is secured through contractual agreements and secured with a business relationship commitment to excellent client service.
Operational Excellence: The business is well-managed and poised for a smooth transition, currently led by an experienced manager who helps ensure continuity and quality service.
Real-estate opportunity: To top it off, the real estate is available for purchase with business acquisition.
This is a great opportunity for a licensed tax preparer or CPA to act on and I encourage you to reach out to compete the required NDA and learn more.

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Financials (USD)

Asking Price $799,000

Cash Flow $312,919

Sales $685,611

Deal Terms

Represented by broker? Yes

Buyer Fee? Available On Request

Seller Financing? Available On Request

Willing to co-broke? Available On Request

Principals only? Available On Request

Franchise? Available On Request

Management will stay? Available On Request

Relocatable? Available On Request

Real Estate? Available On Request

Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness. This listing does not constitute an offer to sell, solicit or make an offer to buy an investment interest. Offers to sell, or the solicitation of offers to buy, any security can only be made through official offering documents, such as a subscription agreement and private placement memorandum. Read DealStream's Terms Of Use before responding to any listing. Learn how to stay safe in our marketplace.

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