Tax Preparation Services

Unlikely SBA Eligible 1 favorite

New Orleans · Midcity

we do taxes for our neighborhood and have longstanding clients. Our services are trusted by people every year, and they rely on us to provide great quality results for them!

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Photos withheld for anonymous listing

Core Deal Snapshot

Essential information to help assess potential deal.

Asking price

$575,000

Revenue

$100k–$150k

Cash flow

$0–$25k

Net margin

5%–10%

Business type

Tax Preparation Services

Location

Midcity

Years in business

0–2

Employees

5–10

Owner role

Full-time operator

Reason for selling

Retirement

Risk & Obligations

Quick read on liabilities, concentration, and operational constraints.

Debt

None

Lease obligation

<$3k/mo

Lease term remaining

Unknown

Customer concentration

Unknown

Revenue trend

Declining

Seasonality

High

Licenses or permits

Required

Inventory included

Yes

Real estate

Operations & Buyer Fit

Structure, support, and buyer profile indicators.

Locations

Staff structure

Mixed

Manager in place

Yes

SOPs documented

Partial

Software/tools

We have some proprietary tax preparation software that we pay for.

Online presence

Low

Transfer support

Staff will stay onboard and owner is willing to help in transition for up to 3 months.

Ideal buyer

Strategic Buyer

Financing likely

Maybe

SBA financing

Unlikely SBA Eligible

Seller financing

Complexity

Intermediate

Available Documents

Checklist of seller-uploaded materials available for review.

Secretary of State filing 1 uploaded

Most recent tax return 1 uploaded

Prior tax returns 1 uploaded

Other supporting documents Not available

Potential SBA Financing

Buyer-facing indicator based on uploaded tax returns, years in business, asking price, and industry.

Status

Unlikely SBA Eligible

Estimated DSCR: 0.09x

Indicator

Estimated DSCR 0.09x at asking price.

Indicator

Revenue shows a major decline.

Indicator

Three full years of financial history are not yet available.

Indicator

2 years operating.

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