Tax Preparation Book of Business for Sale SOLD

SOLD This listing is the 1040 tax preparation segment of a larger CPA firm who is getting out of personal tax preparation. The office is located in the South Metro. The firm is including their book of 1040 clients who do not file an 1120 with the Firm. This book of business consisted of 368 Returns generating $150,700 of Revenue. Average charge for an individual return is $409.00. The Firm uses UltraTax software.

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About Mac Thelen

Mac Thelen is the Broker Owner of Opportunities In Business (OIB), leveraging over 30 years of business ownership and 15 years of business and commercial real estate brokerage experience. Licensed in multiple states, Mac has been instrumental in driving OIB's success, leading the firm to close 37 transactions across various industries in 2024 alone. Founded over 43 years ago, OIB specializes in representing companies with annual revenues between $1 million and $25 million throughout the Upper Midwest, offering comprehensive services from valuation to closing. Under Mac's strategic leadership, OIB has solidified its reputation for delivering exceptional value, seamless transactions, and market-leading expertise. Mac's commitment to client success is reflected in OIB's long-standing relationships and consistent track record of achieving optimal outcomes. His hands-on approach, deep market knowledge, and dedication to integrity set OIB apart as a trusted partner in business sales and acquisitions.

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