Finance & Accounting Portland, ME 5 employees
Small Business Tax Preparation Specialists
Boutique tax prep and planning firm serving Portland area
About This Business
Boutique tax preparation and planning firm with a focus on small business and individual clients. Seasoned preparers with deep expertise in S-corp, partnerships, and sole proprietorship returns. Strong January–April seasonal volume with growing year-round advisory services.
Key Highlights
Specialists in S-corp and partnership taxation
Year-round advisory service revenue
12+ years of operation
5 experienced preparers on staff
Financial Overview
Reason for Selling
Owner transitioning to retirement
Documents Available in Data Room
Financial Statements
Tax Returns
Other Documents
Operational Documents
Asking Price
$1.6M
Company name and seller contact revealed after purchase. One-time fee.