ALEH Writing Services (AWS)
For Sale: Small Tax Practice Client Roster (35 Clients)
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Retiring the brand of a small, local personal tax preparation business in the KW/Cambridge region. Looking to quickly sell a clean, active roster of approximately 35 local personal tax clients for a clean break.
Key Metrics & Value:
- Total Roster Price: $3,150 (Priced for a quick sale at just $90 per client).
- Average Client Bill: Clients are accustomed to a higher average fee of $108+ per return, meaning you are buying immediate, high-margin equity.
- Transition Status: All 35 clients have been formally notified of the business closure and are currently within their standard transition window.
- Handover: Turnkey digital files (prior-year returns and secure contact sheets) will be safely transferred via encrypted drive once the agreement is signed.
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This is an exceptional, low-cost opportunity for an independent accountant, bookkeeper, or CPA candidate looking to instantly expand their local client base or launch a highly profitable side-hustle before the next tax season. An Asset Purchase Agreement and a standard non-compete will be required to finalize the sale.
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