Vista CPA Firm for Sale - Business for Sale

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CPA Firm Providing Tax Services in Vista, CA

Vista, CA, US
Added 3 months ago
Financial Services - CPA Firm
Under Contract

Established CPA firm in Vista, CA providing tax preparation services for individuals and entities, with the seller offering transition support and the option to assume or relocate the office.

Key Information

Asking

$330K

Revenue

$268K

Earnings

$188K

Multiple

1.8x

Key Highlights

  • Established CPA firm for sale in Vista, CA.
  • 100% of the business is being sold.
  • Client base includes 294 individual 1040 clients (average fee $529) and 100 entity tax returns (average fee $1,130).
  • One administrative assistant employed, willing to assist with transition or retire after closing.
  • Approximately 40% of clients submit documents electronically, 30% drop off, 25% come in for appointments, and 5% mail in information.
  • Firm uses Lacerte and QuickBooks software.
  • Office space in Vista, CA may be available for buyer to assume; practice can be relocated.

Contact Info

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