Great Opportunity in Columbia County, Oregon
Tax client list for sale. Owner retiring and selling client lists / tax books including some book keeping.
Mostly in Columbia County (right outside of Portland, OR).
Approximately 60% of clients agreed to have their taxes done virtually.
Currently the Seller has over 150 clients and does roughly 300 returns with some book keeping.
– Tax Returns bring in just over $32,000 gross a year.
– Book keeping brings in approximately $8,653 gross a year.
– Total is approximately $41,221 a year.
– Seller did a survey and about 60% of the clients agreed to have their taxes done virtually.
This is just the client list (books) and the seller open to assisting in the transition.
Seller will finish 2022 returns.
This is a confidential sale and all potential buyers must sign a non disclosure agreement.