High-Volume Tax Firm With Great Cash flow and Tenured Staff near Birmingham
High-Volume Tax Preparation Practice in Alabama
On NextCompany since September 14, 2026 (31 days)
AL area
Business overview
This Alabama tax preparation practice reviews thousands of returns for an established niche. The practice operates at full capacity. It generates annual gross revenue of $1,569,375. The practice carries an asking price of $2,500,000, with estimated cashflow of $650,000.
The practice attracts growth entirely through referrals without paid advertising. It employs a client-facing team, including several staff members with two decades or more of tenure. The practice suits a CPA or firm principal with strong management and delegation skills.
Who is a good fit for this business
- CPAs comfortable managing a high-volume tax practice alongside existing operational leadership.
- Firm principals with technology or process improvement experience to expand a practice operating at full capacity.
- Buyers prepared to continue measured fee increases at a practice with strong client retention.
Details
- Reason for selling
- Selling satellite location
Frequently Asked Questions
The practice has raised fees in each of the past three years with minimal client attrition. It continues to price below market despite those increases.
The practice's minority owner wants to stay on 5 years. The practice also retains client-facing staff with substantial institutional knowledge.
The practice offers scope for technology and process improvements to expand capacity. It calls for strong management and delegation alongside existing operational leadership.