Virtual San Diego Tax Practice for Sale - Business for Sale
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Virtual Tax Practice Client Book in San Diego, CA
San Diego, CA, US
Added 1 month ago
Financial Services - Tax Preparation and Planning
11 years in business
RemoteAbsentee / Semi-Absentee
This listing is for a virtual tax preparation and planning client book based in San Diego, California, consisting of subscription and pay-as-you-go tax service clients, operated remotely since 2015 by an Enrolled Agent and Investment Advisor.
Key Information
Asking
$730K
Revenue
$586K
Earnings
–
Multiple
–
Key Highlights
- The sale includes a virtual book of business with 427 tax returns filed: 243 individual and 209 entity returns.
- There are 224 active subscription clients generating approximately $34,270 per month, or about $411,000 annually.
- Business was established in 2015 and operates fully remotely from San Diego, California.
- No employees are included in the sale; existing staff will remain with the Seller.
Contact Info
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