Scalable Tax Preparation and Consulting Platform | Multi-Brand
Tax Preparation and Consulting Platform in Broward County, Florida
On NextCompany since October 5, 2026 (9 days)
FL areaEstablished 2014
Business overview
A Broward County, Florida tax platform prepares returns and advises clients nationwide. More than 30,000 clients bring recurring seasonal demand. Its asset-light operation uses 5 employees and approximately 30 independent contractors. The $7,000,000 asking price accompanies $2,250,000 in gross revenue and $800,000 in cash flow. The business began in 2014 and operates from leased space.
Who is a good fit for this business
- Tax practice operators seeking an asset-light business that uses employees and independent contractors.
- Strategic acquirers interested in a platform that supports affiliated tax brands.
Details
- Real estate
- Leased
Frequently Asked Questions
The current owner spends approximately 20 to 30 hours weekly on strategy and oversight. The owner runs the business under an absentee ownership arrangement.
A new owner could invest in marketing to attract clients. Geographic expansion and acquisitions present further growth opportunities.
The sale includes affiliated tax brands. The platform provides management and consulting services to those brands.