Accounting New Orleans, LA 5 employees

Seasonal Tax Preparation with Year-Round Advisory

Seasonal tax prep with year-round advisory in New Orleans

About This Business

Seasonal tax preparation firm with year-round advisory. Prepares 530+ individual and business returns annually in New Orleans. Bilingual staff serving Spanish-speaking clients. IRS e-file certified with direct state transmission. Expanding into small business accounting.

Key Highlights

530+ returns prepared annually

Bilingual staff

Year-round advisory services

High client retention

Financial Overview

Annual Revenue	$556k
EBITDA	$233k
Revenue Growth (YoY)	5.0%
Year Founded	2015
Employees	5

Reason for Selling

Principal looking to semi-retire

Documents Available in Data Room

Financial Statements

Operational Documents

Tax Returns

Marketing Materials