Highly Profitable Westchester County Accounting and Tax Firm

Status

FOR SALE

Listing Id

NY2011

Ideal Buyer

This is a deeply local, relationship-driven book: clients routinely come to the office or drop off records in person, and the seller believes relocating the practice far from its current market would be very difficult. The buyers best positioned to succeed are those who maintain a presence in or near the firm’s current area. An established one-or-two-person firm, ideally local or nearby and already staffed, would be well-positioned to absorb the individual and business work. The seller is open to relocating closer to home as part of such an arrangement and would actively help market and transition relationships. The firm is also well suited to a motivated first-time buyer, for example an experienced preparer ready to step out on their own. No professional designation is required, and the seller is enthusiastic about mentoring such a buyer and gradually handing off relationships over time. The seller values the client facing experience, in person team management, and strength in bookkeeping, tax advisory, and nonprofit tax work. With roughly 30% of clients visiting the office, mainly at tax time, there is also clear room for a buyer to grow a virtual workflow over time.

Owner Hours

Approximately 2,000 billable hours per year

Cash To Owner

Approximately 67% of revenue

Revenue (2025)

$660,605

Turnkey Transition

The seller is willing to remain involved on flexible terms, from a brief handoff to a decade of continued support, and is eager to mentor an incoming owner.

Projection For 2026

$675,000

Recurring Service Revenue

approximately $650,000

Reason for Selling

Retirement