Virtual San Diego Tax Practice for Sale - Business for Sale

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Virtual Tax Preparation Client Book in San Diego, CA

San Diego, CA, US
Added 3 months ago
Financial Services - Tax Preparation and Planning
11 years in business
Under ContractRemoteAbsentee / Semi-Absentee

This listing is for a virtual tax preparation and planning client book based in San Diego, California, representing a partial sale of a remote tax practice serving both individual and entity clients with subscription and pay-as-you-go models.

Key Information

Asking

$730K

Revenue

$586K

Earnings

–

Multiple

–

Key Highlights

  • Partial sale of a virtual tax practice based in San Diego, California
  • The sale group includes 427 tax returns filed: 243 individual and 209 entity returns
  • Business established in 2015 (11 years in operation as of 2026)
  • Business is operated virtually and is relocatable
  • Existing employees are expected to remain with the Seller and are not included in the sale

Contact Info

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