$255,000
$239,000
$255,000
$na
$0
$na
$na
1995
This incredible little firm generates over $200,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant community in and around Tucson. The cash flows are seasonal and primarily generated through tax and tax consulting. In 2025 the firm collected $255,000 of revenue with slow steady growth each year. The firm has a nice mix of entities and 1040 tax clients and is an excellent starter practice or great for a fill in strategy.
Tucson, Arizona
na
na
na
None
There is no FF&E transferring with the sale.
The firm has no formal leased facilities. The firm has been run from the principals home virtually since 1995 when the practice was formed.
Tucson is Arizona’s second most populated city behind Phoenix and a gem of a city with which to lay down roots. Tucson has a population of around 550,000 and its larger metropolitan area claims a population exceeding a million people. Tucson has had moderate growth since 2020 and there is ample demand for tax services if a principal desires growth. Home to University of Arizona, the median age around thirty-five is below the national average. Major industry and employment opportunities exist within the healthcare, education, aerospace, defense, technology, and tourism sectors.
SBA financing should work well for this acquisition. The principal is willing to carry up to 20% of the purchase price subject to retentive tendencies after the sale. This is an excellent opportunity for buyers as it gives downside protection if some of the clients do not transition well.
The owner would really like to be done with production work but is happy to stay on for a bit to help the transition. The principal would like to create excellent transition plans where clients are introduced to the new buyer but with the existing CPA staying available to consult and help in any way they can.
Retirement
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