Income Tax Preparation


If an amazing lifestyle and an above average ROI is what you're after, then it's time we connect to determine if this tax preparation business is the right fit for you. How does working not more than 6 months of the year sound, while being paid over $250k for your efforts? Work hard, play hard and enjoy 100% of the summer months, however you wish. That's what you can create for yourself with the acquisition of this very well established operation. Here are a few high level details:


- owner retiring
- all customers/returns are T4 only, no self-employed
- not more than 12 staff per year, working 3 - 4 months only
- zero marketing, simply one email per year to existing database. All word of mouth and referral


A deal must be firm by January 31st in order to be positioned of the coming tax season.


The sale is structured as a sale of 100% of the authorized and issued share capital of the company. Working Capital shall be adjusted at $0. By completing the NDA and becoming a qualified buyer, we'll be happy to send you a full Offering Memorandum that will answer most all of your questions.


Financial Information

Pre-Tax/Pre-Owner Salary Return on Investment (ROI) expected to exceed 100% (ask for details)
Revenues have been growing YOY for many years, with an average of nearly 6% growth being experienced the last few years.


2021: Forecast $600k+ (7% price increase) 2020: $568,000
2019: $541,000
2018: $508,000


Seller's Discretionary Earnings have been growing YOY for many years, with an average of nearly 9% growth being experienced the last few years.


2020: $271,000
2019: $250,000
2018: $227,000


* Seller's Discretionary Earnings (“SDE”) is a calculation of the total financial benefit that a single full time owner-operator would derive from a business on an annual basis. SDE is the pretax and pre-interest profits, before non-cash expenses, owner's benefits, one time investments, and any non-related income or expenses. SDE may require that expenses be adjusted if a new owner (Purchaser) will necessarily need to take on a new expense. SDE is also referred to as Adjusted Cash Flow, Total Owner's Benefit, Seller's Discretionary Cash Flow, or Recast Earnings.


** Our expectations are for a minimum 40% down payment on the final negotiated purchase price, with the balance being financed over 7 years. We're thinking around $5,500 per month to cover the loan. Feel free to run some of your own calculations here:




Real Estate

3 leased locations - total rental costs in 2020 were $30,000


Same locations for 20 - 26 years


2 locations have been on a month to month basis for many years