Established Two-Office Utah Tax and Accounting Practice, SBA Eligible
Utah & Uintah Counties
This established Utah tax preparation and accounting practice serves 898 active clients from two offices in structurally different regional economies, one on the Wasatch Front and one in the Uintah Basin. Client concentration is unusually low for the category: the largest single client accounts for 2.72% of revenue and the top fifteen combined stay under 17%. Thirty-seven percent of clients buy two or more services across tax, bookkeeping, and payroll, and those relationships generate 60% of revenue, which is why roughly 90% of the book recurs annually by industry convention. In CY2025 the practice generated $865,118 in revenue and $375,063 in seller's discretionary earnings, a 43.4% margin, with SDE up 31.3% over two years on margin expansion rather than top-line volume. Client relationships have transferred twice without disruption: roughly 3% attrition when the current owners acquired the book, and none when a senior preparer exited in 2026. The referral base traces back sixty years and the practice carries no marketing spend. One partner retires at closing with 30 days of transition support at no charge; the second continues 12 months as a 1099 contractor to protect continuity. SBA financing is available and a preferred lender has issued a term sheet. The asking price is $1,295,000.

Listing Number:

24518

Category:

Professional Services

Location:

Utah & Uintah Counties
$1,295,000

Financial Information:

Gross Revenue:

$865,118

Listed Price:

$1,295,000

Down Payment:

$0

Total Income:

$375,063

Year Established:

2019

Lease Information:

Square Feet:

4000

Total Rent:

$5,300

Lease Expiration:

12/2029

Lease Options:

N/A

Asset Information:

Leasehold Improvements:

$6,404

Equipment / Fixtures:

$80,812

Inventory:

$0

Other Assets:

N/A

Additional Information:

Full-Time Employees:

3

Part-Time Employees:

0

Special Licence Required:

N/A

Contract Staff:

2

Training Period:

30 Days

Reason for Selling:

Retirement and pursuing new ventures.

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First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.


Read First Choice Business Broker, Terms of Use before responding to any ad.

brokerPhoto
Mike & Lynn Lee
Office: (435) 800-4400| Cell: (435) 800-4400
License #:

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Established Two-Office Utah Tax and Accounting Practice, SBA Eligible
Utah & Uintah Counties

Listing Number:

24518

Category:

Professional Services

Location:

Utah & Uintah Counties

Listed Price:

$1,295,000
brokerPhoto
Mike & Lynn Lee
Office: (435) 800-4400| Cell: (435) 800-4400
License #:
This established Utah tax preparation and accounting practice serves 898 active clients from two offices in structurally different regional economies, one on the Wasatch Front and one in the Uintah Basin. Client concentration is unusually low for the category: the largest single client accounts for 2.72% of revenue and the top fifteen combined stay under 17%. Thirty-seven percent of clients buy two or more services across tax, bookkeeping, and payroll, and those relationships generate 60% of revenue, which is why roughly 90% of the book recurs annually by industry convention. In CY2025 the practice generated $865,118 in revenue and $375,063 in seller's discretionary earnings, a 43.4% margin, with SDE up 31.3% over two years on margin expansion rather than top-line volume. Client relationships have transferred twice without disruption: roughly 3% attrition when the current owners acquired the book, and none when a senior preparer exited in 2026. The referral base traces back sixty years and the practice carries no marketing spend. One partner retires at closing with 30 days of transition support at no charge; the second continues 12 months as a 1099 contractor to protect continuity. SBA financing is available and a preferred lender has issued a term sheet. The asking price is $1,295,000.

Financial Information

Gross Revenue:

$865,118

Listed Price:

$1,295,000

Down Payment:

$0

Total Income:

$375,063

Year Established:

2019

Lease Information

Square Feet:

4000

Total Rent:

$5,300

Lease Expiration:

12/2029

Lease Options:

N/A

Asset Information

Leasehold Improvements:

$6,404

Equipment / Fixtures:

$80,812

Inventory:

$0

Other Assets:

N/A

Additional Information

Full-Time Employees:

3

Part-Time Employees:

0

Special License Required:

N/A

Contract Staff:

2

Training Period:

30 Days

Reason for Selling:

Retirement and pursuing new ventures.

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.


Read First Choice Business Broker, Terms of Use before responding to any ad.