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
CPA Firm / Accounting Services
Absentee / Semi-AbsenteeRetiring Owner
Established CPA firm in Laguna Hills, California, primarily providing individual and business tax preparation and bookkeeping services, with a partial sale structure that includes most client relationships and excludes certain clients retained by the seller.
Key Information
Asking
$210K
Revenue
$185K
Earnings
$122K
Multiple
1.7x
Key Highlights
- CPA firm for sale in Laguna Hills, California
- Established in 1990
- Partial sale includes majority of tax and bookkeeping client relationships
- 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
- Approximately 35% of clients submit documents electronically, 25% by mail, 15% drop off, and 25% prefer appointments
- Seller currently lives out of state and travels to California during March for in-person appointments
- Firm can be relocated outside of Laguna Hills, though a local Orange County presence is recommended
Contact Info
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