Sherman Oaks Tax Practice for Sale - Business for Sale
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Individual Tax Preparation Practice in Sherman Oaks, CA
Sherman Oaks, CA, US
Added 1 month ago
Tax Preparation and Financial Services
Retiring Owner
Established tax preparation practice in Sherman Oaks, California, serving primarily individual clients with approximately 496 Form 1040 returns and a small number of fiduciary returns, operated by a CTEC registered preparer with two support staff.
Key Information
Asking
$525K
Revenue
$405K
Earnings
$265K
Multiple
2.0x
Key Highlights
- Practice serves approximately 496 Form 1040 clients with an average fee of $783
- Business is operated by the seller and two support staff employees (one part-time/full-time seasonal office manager, one seasonal staff member)
- Approximately 98% of clients use mail or drop-off workflow; 2% prefer in-person appointments
- Seller is a CTEC registered tax preparer and is willing to assist for up to two tax seasons post-sale
Contact Info
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