Laguna Hills CPA Firm for Sale - Business for Sale
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CPA Firm Providing Tax and Bookkeeping Services in Laguna Hills, CA
Laguna Hills, CA, US
Added 1 month ago
Financial Services - CPA Firm
36 years in business
Absentee / Semi-AbsenteeRetiring Owner
Established CPA firm in Laguna Hills, California, providing individual and business tax preparation and bookkeeping services, with a partial sale including most client relationships and operated by a CPA since 1990.
Key Information
Asking
$210K
Revenue
$185K
Earnings
$122K
Multiple
1.7x
Key Highlights
- Firm was established in 1990 and has been operating for 36 years
- Sale includes majority of tax and bookkeeping client relationships, excluding certain clients
- 149 individual Form 1040 clients with an average fee of $468
- 26 entity tax returns with an average fee of $1,894
- Two part-time contract data entry/bookkeeping assistants, one willing to continue post-sale
- Firm uses Drake for tax preparation and QuickBooks for accounting/bookkeeping
- Seller will assist with transition and client handoff but will not provide professional services after closing
- Firm can be relocated outside of Laguna Hills, but local Orange County presence is recommended
Contact Info
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