Seasonal Tax Prep Service with Large, Repeat Customer Base

A female professional reviews paperwork with a blue-collar client in a Santa Fe office, discussing his annual taxes. Relevant to seasonal businesses and business-for-sale opportunities in New Mexico.

17 Dec Seasonal Tax Prep Service with Large, Repeat Customer Base

Posted at 18:28h in by Michael Greene

Price: $376,000

Location: Santa Fe & North Central Region, New Mexico

Industry: Services

Listing ID: Tax Prep

This well-established tax preparation business offers an attractive opportunity for a bookkeeper, accountant, or motivated individual to step into an efficient operation with a robust client base. Serving approximately 700 small to medium-sized businesses and 7,000 families and individuals, the systems and processes are fully optimized, the seasonal associates are well-trained, and everything is in place to ensure a smooth transition to new ownership.

The majority of activity is concentrated between January and April, aligning well for those with seasonal businesses or professionals seeking flexibility for the remainder of the year. No prior tax preparation experience is required—basic bookkeeping skills are beneficial, and the seller is committed to providing extended training and support beyond the formal transition period.

This is an excellent fit for someone looking to expand their existing services or step into a well-run, client-centered business with a strong foundation and excellent growth opportunities.

Listing Details

Revenue: $397,000

Cash Flow: $173,380

FFE: $5,000 (Included in Price)

Real Estate: (Not Included in Price)

Reason For Sale:

Seller desires to retire in one to two years.

Training & Support:

Seller will provide training and support at no cost to buyer for up to three or four weeks, details to be as negotiated. Afterwards, they are willing to remain up to two years as a contracted employee.

Operation

Year Established: 2017

Location

Monthly Rent: 2500

Square Footage: 2500

Facilities Information:

Convenient, easily accessible office location in one of Santa Fe’s fastest-growing areas.

Summary

Competition:

Seeing an unmet need in the local market, this business has cultivated a niche position, providing a needed service to a diverse customer base. With minimal competition and a convenient, client-centered approach, most customers have come to rely on this business, returning year after year and referring friends and family.

Potential Growth:

Customer referrals have driven this business’s growth. An enhanced online presence, google ads, and other advertising initiatives can supplement these word-of-mouth recommendations. An opportunity also exist to expand its service offerings.