Established Tax Preparation & Bookkeeping Practice in Southeastern MA
Massachusetts, US·Other
Listed by Sunbelt Business Brokers CanadaVerified broker
U.S. business opportunity in Massachusetts — suitable for Canadian buyers exploring the E-2 Treaty Investor visa. All figures converted from USD to CAD at 1.3974 (Nov 2, 2026). Original asking price: US$170,000. This established tax preparation and bookkeeping practice has served individuals and businesses in Southeastern Massachusetts for more than 20 years. Services include individual, business, rental-property and trust tax returns, as well as recurring bookkeeping services. The practice benefits from a long-standing client base, strong online reviews and continued new-client acquisition despite having conducted virtually no paid advertising in recent years. Operations have been modernized through a secure CRM and client portal that supports digital document exchange, electronic signatures, online payments and remote tax preparation. The business is currently operated by the owner, who serves as the primary tax preparer, with support from an office manager. This opportunity may be particularly attractive to an experienced tax preparer, Enrolled Agent, CPA or complementary financial-services firm seeking an established platform with meaningful expansion potential. The owner is selling due to time constraints unrelated to the performance of the business. Additional information will be provided to qualified buyers following execution of a confidentiality agreement. Established: 2004 Reason for sale: Owner time constraints
Commercial loan estimate
- Annual debt service
- $36,179 CAD
- Total interest
- $123,786 CAD
Illustrative assumptions: 9% annual interest and 10-year amortization. This estimate uses monthly compounding and excludes down payments, fees, insurance and taxes; it is not a lender quote or mortgage approval. For leases, enter the capital you intend to borrow, not the advertised rent.
Evaluating this opportunity in Massachusetts
“Established Tax Preparation & Bookkeeping Practice in Southeastern MA” is advertised on BizListings.ca as a business sale in Massachusetts, United States / E2 Visa, under listing reference BL-1E93E (listing ID 1e93e570-f218-493e-8d79-b4782645263b). Its advertised category is Other and its current listing status is Live. The advertised asking price is $238,000 CAD when disclosed; an asking price is not an independent valuation. Annual revenue is $235,000 and cash flow / SDE is $111,000. These are advertised figures, not independently verified financial statements.
When comparing Other opportunities in United States / E2 Visa, review customer concentration, supplier agreements, operating costs, staffing requirements and any premises arrangements. Check which assets are included in the proposed transaction and whether licences or contracts can transfer to a new owner. Request the supporting records before relying on a headline revenue or cash-flow figure.
For questions about Established Tax Preparation & Bookkeeping Practice in Southeastern MA, sign in and submit an inquiry through BizListings.ca. Financial disclosures, lease documents and other confidential materials are available only when provided by the seller and subject to the applicable NDA and access approvals. Compare the related active listings below to assess alternatives in Massachusetts and the Other category; each opportunity has its own terms and availability.
