Tax Return Portfolio in Roswell, GA
Professional Services · Accounting/Tax
- Asking Price
- $750K
- Cash Flow
- $250K
- Gross Revenue
- $550K
- EBITDA
- $104K
- Location
- Roswell, GA
This operation centers on a recurring client base generating revenue from individual and corporate tax preparation. The portfolio comprises a solid mix of high-net-worth individuals and business entities, ensuring robust average fees per engagement. A significant majority, 80-85%, of client data is submitted digitally via secure portals or email, streamlining the entire tax preparation process. This high degree of electronic interaction makes the practice highly adaptable for integration into an existing firm or for virtual management. The established client relationships and efficient digital workflow are key assets transferring to a new owner.
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