Bilingual Tax Firm | 466 Returns | 800+ Clients | 100+ 5-Star Reviews
Financial Service Businesses for Sale
- Primary Category: Accounting & Tax Practice Businesses for Sale
An established bilingual tax and business services firm serving individuals, families, and small business owners across Central Florida’s fast-growing Hispanic market. The practice completed 466 returns last season, has more than 800 invoiced clients on file, and holds over 100 five-star reviews. That reputation was built on language, trust, and referrals, not paid advertising.
Roughly one in five returns comes from a business client, and that is where the model reaches beyond tax season. Bookkeeping, payroll, entity formation, state compliance filings, and health insurance enrollment keep clients engaged year-round and add monthly recurring income on top of the seasonal core. Overhead is minimal, margins are strong, and the operation runs on established systems: a CRM with automated scheduling and review management, professional tax and e-filing software, cloud accounting, and a centralized server.
The next stage of growth is already sitting in the client file. Recurring services currently reach only a small share of the business clients, which leaves a clear path to expand bookkeeping, payroll, and insurance across an established, loyal base. For a bilingual preparer, EA, or CPA, this is a ready-made book of business. For a regional firm, it is a relocatable client base that can be absorbed into an existing office. An acquisition now puts the new owner in place ahead of the 2027 filing season.
- 466 returns filed last season (individual and business mix)
- 800+ invoiced clients and 1,000+ contacts in CRM
- 100+ five-star Google reviews
- Year-round recurring income from bookkeeping, payroll, and insurance commissions
- Lean, relocatable operation with low occupancy cost
- Seller support for transition and insurance book transfer
A signed NDA is required to receive financials and the business identity.
Financial Information
- $250,000 Asking Price
- $117,000 Cash Flow
- $172,000 Gross Revenue
- $200,000 Down Payment
- Yes Financing
- N/A Adjusted EBITDA
Business Location
- City: Kissimmee
- State: Florida
Reason for Sale
- Owner relocating out of the Country.
Detailed information
- Year Established: 2023
- Home Based: No
- Franchise: No
- Relocatable: No
- Lender Prequalified: No
- SBA Prequalified: No
- Part-Time Employees: 1
- Contractors: 1
- Owner Worked Hours/w: 50
- Inventory Included: No
- Monthly Rent: $850
- Real Estate Available: No
- Real Estate Included: No
- Real Estate Value: $0
- FF&E Included?: Yes
- FF&E Value: $7,345
Training/Support
- - Two weeks of hands-on transition - Full handover of clients, CRM and workflows - Seller support for insurance licensing and policyholder transfer
Facilities
- Turnkey office in an established Central Florida location, with low occupancy cost. Includes the brand, website, Google profile, client CRM, digital assets, and all workstations, technology and server infrastructure.
Market Outlook/Competition
- Osceola County has grown nearly 24% since 2020, and 58% of its residents are Hispanic, which creates steady demand for Spanish-speaking tax and business support. National chains compete on price. This firm wins on language, trust and referrals.
Business Listed by
Yeliv
Sunbelt of Lakeland - KissimmeeContact Business Broker
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