Price: $1,200,000
Location: Houston, TX
Industry: Accounting and Tax Practices
Listing Status: New
Client & Revenue Profile
Accounting & Bookkeeping:
Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000
Income Tax:
Individuals: 360 | Avg Fee $1,200 | Total $432,000
Businesses: 82 | Avg Fee $3,000 | Total $225,000
Other: 10 | Avg Fee $2,900 | Total $29,000
Other Services:
Advisory: $30,000
IRS Resolution / Tax Catch-up: $100,000
Total Gross Revenue: $840,000
Client Demographics:
50% small business owners (82 separate business filings)
200 individual clients (professionals, retirees)
Primarily Texas-based, with some out-of-state and international clients (Canada, Norway, Taiwan, Cayman Islands, Germany, Guatemala)
Client Delivery:
90% trained to use electronic document delivery (ShareFile) and e-signature (RightSignature)
Remote staff work 3 out of 5 days per week
SDE - $367,400
Asking Price - $1.2M
Total Sales: $840,000
Cash Flow: $367,400





