About This Practice
This established firm provides fully virtual online tax return service for personal and business customers. The owner has created a completely virtual online platform to provide tax services remotely. The proven system is efficient and effective. Customers appreciate the ability to have their tax work completed through an online approach. Customers regularly provide referrals and excellent online reviews. A rooted online presence and quality service have created a strong reputation and rapid growth. Long-term staff are highly capable and very attentive to accuracy and deadlines. Role responsibilities are clearly defined. All staff are sub-contractors who value their roles and the culture the owner has developed. The client market is national. Remotely working staff can be hired from anywhere. While the owner has managed initial growth; endless opportunity exists to promote and grow this firm on a large scale. A robust and proven year-over-year growth trend, strong profitability, and limitless growth potential make this future-focused firm an excellent purchase opportunity!
Ideal buyer
The ideal buyer will have a strong background in all current service areas of the firm, specifically personal tax, business tax, and corporate tax. Additionally, sound general business knowledge is required. The ability to grow and manage staff and teams will be a critical quality, particularly given the growth potential and related team development. A personable nature in this entrepreneurial environment will help maintain and build relationships with customers, staff, and vendors. The buyer will be familiar with online, cloud, and remote operations. Time management skills are also a must in this deadline driven industry.
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