Laguna Hills CPA Firm for Sale - Business for Sale
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Laguna Hills CPA Firm Offering Tax and Bookkeeping Services
Laguna Hills, CA, US
Added 2 months ago
CPA Firm / Accounting Services
36 years in business
Under ContractAbsentee / Semi-AbsenteeRetiring Owner
Established CPA firm in Laguna Hills, California, providing individual and business tax preparation and bookkeeping services, with the majority of client relationships included in a partial sale.
Key Information
Asking
$210K
Revenue
$185K
Earnings
$122K
Multiple
1.7x
Key Highlights
- Established CPA firm in Laguna Hills, CA, operating since 1990 (36 years in operation).
- Partial sale includes majority of tax and bookkeeping client relationships; some clients will be retained by the Seller or are not expected to transfer.
- Client base includes 149 individual Form 1040 clients (average fee $468), 26 entity tax return clients (average fee $1,894), $14,000 in tax planning, and 10 monthly bookkeeping clients generating $51,600.
- Two part-time contract data entry/bookkeeping assistants; one is willing to continue post-sale.
- Firm uses Drake for tax preparation and QuickBooks for accounting/bookkeeping.
- Approximately 35% of clients submit documents electronically, 25% by mail, 15% drop off documents, and 25% prefer appointments.
- Firm can be relocated outside Laguna Hills, but local Orange County presence is recommended for client continuity.
- Sale is pending.
Contact Info
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