Turnaround Tax Firm with Strong Upside Looking for Investors

We (2 CPAS and a non-cpa) acquired a tax firm Jan 2025 as a turnaround opportunity and have spent the last several months rebuilding the foundation of the business. During this process, we made decisive operational changes: 1. Eliminated ~$600K of unprofitable revenue 2. Removed all prior leadership and management 3. Right-sized the team to match current demand 4. Repriced services to reflect true value and margin targets 5. Brought in new, high priced but better quality staff 6. Upgraded the full technology stack to improve efficiency and turnaround times and allow for mostly remote work 9. Renegotiated key vendor contracts to reduce ongoing costs by 50% As a result, the business is now positioned to operate profitably with a significantly stronger margin profile and a more scalable infrastructure. We are now at the inflection point. The remaining challenge is legacy acquisition debt from the prior transaction, which is limiting the speed at which we can scale. We are seeking investors to help retire this debt and unlock growth. Investment Structure: $60,000 minimum investment, looking to raise about $600K Industry: Tax services (non-CPA ownership allowed since we changed the structure of the firm). Use of Funds: Pay down debt related to acquisition, investments in tech, and accelerate growth Management: Leadership that has been through heck and back, and wants an active board. Why This Works: 1. Turnaround risk is largely behind us - the heavy lifting has been done 2. Cleaner, higher-margin client base going forward 3. Strong demand in tax and advisory services, especially for small businesses 4. Scalable model with improved systems and processes already implemented We’re looking for investors who: 1. Want exposure to a stable, recurring-revenue service business 2. Can add strategic value (introductions, partnerships, vertical expansion) 3. Prefer a hands-on or collaborative investment approach without being involved in day to day affairs