Accounting & Tax Service Businesses for Sale in Jacksonville

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Accounting and tax preparation services are some of the most stable and in-demand businesses in Florida. With recurring revenue models, long-term client relationships, and consistent demand from both individuals and businesses, these companies are highly attractive to buyers.

If you’re considering selling your accounting or tax practice in Jacksonville or Northeast Florida, now may be the right time. Buyers are actively seeking firms with strong client bases, reliable staff, and recurring contracts.

• Recurring revenue streams from monthly bookkeeping and payroll services
• Seasonal tax revenue boosts every year
• High client retention and referral opportunities 
• Professional service sector with strong profit margins

Selling an accounting or tax practice is different from selling other types of businesses. Clients value trust, consistency, and professional reputation, and these relationships are often tied closely to the owner. When it’s time to sell, it’s important to:

• Plan for client transition: Smoothly introducing the new owner to long-term clients helps preserve recurring revenue. 
• Retain key staff: Experienced bookkeepers, CPAs, and support staff add significant value to the business. 
• Maintain compliance: Buyers will want to confirm licenses, certifications, and clean financial records before closing. 
• Highlight recurring contracts: Monthly bookkeeping, payroll, or advisory services increase the firm’s value.
   

By preparing ahead of time, you can ensure your practice sells for maximum value while keeping client satisfaction high.

Selling an accounting business comes with unique challenges, from transferring client relationships to navigating licensing and compliance issues. With over 18 years of experience, I provide:

• Professional business valuations tailored to accounting practices 
• Confidential marketing to qualified buyers 
• Hands-on support with negotiations and the sale process

• Florida Board of Accountancy 
• IRS Tax Professionals Resources 
• AICPA – American Institute of CPAs 
• IBISWorld – Accounting Industry Report

Thinking about selling your accounting or tax services business in Jacksonville or Northeast Florida? Contact me today for a confidential valuation and find out how I can help you achieve the best outcome for your sale. 

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I also assist with sales of Restaurants, Cleaning Companies, and Medical Practices.