An exceptional opportunity to acquire a well-established and highly reputable tax preparation and bookkeeping practice located in the North Bay. This business has cultivated a strong client base, renowned for its personalized and professional services. The practice currently focuses on individual tax preparation and bookkeeping services, offering significant potential for expansion into corporate tax services, which are not currently provided.
Key Highlights:
• Location: The business is operated out of a charming house situated in a prime location within this destination town. This beautiful and inviting space provides a comfortable setting for client meetings, enhancing the overall client experience.
• Reputation: The firm enjoys a sterling reputation for honesty, professionalism, and dedicated customer service. Clients consistently praise the friendly and respectful treatment they receive.
• Expansion Potential: The practice does not currently handle corporate taxes, presenting a significant opportunity for growth and increased revenue for a new owner who wishes to expand the service offerings.
• Package Deal: This sale includes both the tax preparation and bookkeeping practice as well as the real property. The house/office is part of the transaction, making this a unique investment opportunity.
• Employees: There is highly trained and experienced staff in place.
• Training: The Seller will stay on for one tax cycle at no cost to a new owner in order to successfully transition the long term clients.
Financial Information:
Detailed financial and operational data will be provided to serious and qualified buyers upon signing a confidentiality agreement.
Retiring
Business and Real Property are being sold together.
An exceptional opportunity to acquire a well-established and highly reputable tax preparation and bookkeeping practice located in the North Bay. This business has cultivated a strong client base, renowned for its personalized and professional services. The practice currently focuses on individual tax preparation and bookkeeping services, offering significant potential for expansion into corporate tax services, which are not currently provided.
Key Highlights:
• Location: The business is operated out of a charming house situated in a prime location within this destination town. This beautiful and inviting space provides a comfortable setting for client meetings, enhancing the overall client experience.
• Reputation: The firm enjoys a sterling reputation for honesty, professionalism, and dedicated customer service. Clients consistently praise the friendly and respectful treatment they receive.
• Expansion Potential: The practice does not currently handle corporate taxes, presenting a significant opportunity for growth and increased revenue for a new owner who wishes to expand the service offerings.
• Package Deal: This sale includes both the tax preparation and bookkeeping practice as well as the real property. The house/office is part of the transaction, making this a unique investment opportunity.
• Employees: There is highly trained and experienced staff in place.
• Training: The Seller will stay on for one tax cycle at no cost to a new owner in order to successfully transition the long term clients.
Financial Information:
Detailed financial and operational data will be provided to serious and qualified buyers upon signing a confidentiality agreement.
Retiring
Business and Real Property are being sold together.
"*" indicates required fields
An exceptional opportunity to acquire a well-established and highly reputable tax preparation and bookkeeping practice located in the North Bay. This business has cultivated a strong client base, renowned for its personalized and professional services. The practice currently focuses on individual tax preparation and bookkeeping services, offering significant potential for expansion into corporate tax services, which are not currently provided.
Key Highlights:
• Location: The business is operated out of a charming house situated in a prime location within this destination town. This beautiful and inviting space provides a comfortable setting for client meetings, enhancing the overall client experience.
• Reputation: The firm enjoys a sterling reputation for honesty, professionalism, and dedicated customer service. Clients consistently praise the friendly and respectful treatment they receive.
• Expansion Potential: The practice does not currently handle corporate taxes, presenting a significant opportunity for growth and increased revenue for a new owner who wishes to expand the service offerings.
• Package Deal: This sale includes both the tax preparation and bookkeeping practice as well as the real property. The house/office is part of the transaction, making this a unique investment opportunity.
• Employees: There is highly trained and experienced staff in place.
• Training: The Seller will stay on for one tax cycle at no cost to a new owner in order to successfully transition the long term clients.
Financial Information:
Detailed financial and operational data will be provided to serious and qualified buyers upon signing a confidentiality agreement.
Retiring
Business and Real Property are being sold together.
With many years of experience, local knowledge, and a commitment to providing excellent customer service, Santa Rosa Business & Commercial is the best choice to buy or sell any business in the North Bay.
(707) 526-1050
mikenovabroker@gmail.com
525 College Ave, Suite 115,
Santa Rosa, CA
Terms and Conditions | Privacy & Cookies Policy | Copyright © 2024 Santa Rosa Business & Commercial | Site Design by Deal Studio