Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade
County
This well-established firm offers comprehensive accounting, tax preparation, and
property & casualty insurance services. The company provides a wide range of
offerings, including:

Personal and corporate tax return preparation
Bookkeeping services
Tax preparation seminars and training
Property and casualty insurance solutions
The business has built a strong reputation within the Latin American community
in Miami-Dade County, with approximately 85% of its client base being
Spanish-speaking.

Revenue Breakdown (by service category):
Personal tax returns: 60%
Corporate tax returns & bookkeeping: 40%

Operations & Staff:
The company currently employs 24 full-time staff members, including the owner.
Additional seasonal tax preparers are brought on during tax season. The entire
team, including the owner, is expected to remain in place post-sale, ensuring
operational continuity.

Locations:
The business operates across six branches:

4 accounting and tax offices
1 property & casualty insurance office
1 brand-new, fully equipped tax and accounting branches scheduled to open in
September 2025

Growth Potential:

This is a scalable, growth-ready business with a proven, fully documented set of
standard operating procedures (SOPs) that allow for efficient replication of new
locations. The company is on track to expand further by launching multiple new
branches annually—making this a turnkey opportunity for strategic investors or
operators looking to enter or grow in the financial services sector.

PLEASE NOTE: There is no lender or seller financing available for this
opportunity. To receive a CIM, please provide an NDA, snapshot of liquidity for
the full price and buyer background/experience.

Myriam Cohen 954-329-1629