Chicago Tax Preparation with Financial Advising Chicago, Illinois

Chicago, Illinois Business For sale

Property Features

Property TypeBusiness For sale Year Built-
SQFT- Tenancy-
Building ClassA Zoning-


  • Proparty Sub CategorieFinancial Services
  • Asking Price1749000
  • Cash Flow546594
  • Gross Revenue1439539 sqft
  • FF&E260000
  • InventoryN/A
  • Established1997
  • LocationChicago, IL
  • Employees7
  • Growth & ExpansionExpand to audit services, expand to include CPA reviews, increase compilation work, wealth management and financial services
  • Support & TrainingSeller is willing to transition for 2-5 years, if desired
  • Reason for SellingBusiness succession


The owner is one of five CPAs and is willing to stay on up to 2-5 years if desired by the buyer. Located in the Chicago area and with tax return filings in 28 states, this company maintains great profit margins year after year! The firm offers complete income tax preparation and accounting services as well as comprehensive financial planning and advisory assistance. Over 13,000 annual billable hours from 4 CPAs and 3 bookkeepers contribute to the over $1.4MM in sales in 2018. Business options include bookkeeping, accounting, payroll, and tax work for small and large companies alike. Clients include S corps, C corps, LLCs, estates, trusts, and nonprofits. Services for individuals include personal tax returns, with over 250 personal returns linked to business customers. Additional offerings include personal financial planning education and advice on investments, retirement and estate and trusts. In addition to tax compliance, advisory services offered include tax planning avoidance, reduction, deferral and transfer techniques, CPA taxpayer representation before the IRS, assembly of business books and records in compliance with tax regulations and state laws, business formation, acquisition, sale and liquidation, business valuation, banking and loan covenant compliance, QuickBooks desktop and QBO reconciliation, and litigation support/expert witness reports.Capitalizing on an integrated view of all available services, this firm works to build long-term relationships with individuals and businesses that require a consistent and reliable financial partner. The well-trained and dependable team collaborate to meet the needs of each customer. With many years of combined experience, this group of professionals works nearly 13,000 billable hours annually. Some employees are full-time, while some are part-time, and a few are contracted as needed.

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