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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