Book of Business - 200 Tax Clients

View Original Listing

Financial Details

Asking Price:
$65,000
Annual Revenue:
$50,000
Cash Flow / SDE:
$50,000
Profit Metric:
Total Income
Valuation Multiple:
1.3x
Location:
Tracy, CA, US
Sources:
Date:
September 24, 2025

Key Highlights

Established client base of 200 recurring tax clients.
Seller will assist with client migration.
Owner retiring, offering a stable business opportunity.

Description

This listing presents an established book of business comprising 200 recurring tax clients located in Tracy. The seller is offering this valuable client list, with assistance provided for client migration to the new owner. The business was established in 2005 and is being sold due to the owner's retirement. Key financial figures include a Gross Revenue of $50,000 and a Listed Price of $65,000, with Total Income also reported at $50,000. No physical assets, inventory, or leasehold improvements are included in this sale, indicating a focus on the client relationships and recurring revenue stream. A CPA license is required to operate this business.

Industry Information

Industry Description:
Service Businesses
Classification:
Service Businesses

Operational Snapshot

Year Established:
2005
Employees:
0
Reason for Selling:
Retirement

Real Estate & Lease

Status:
Not Included
Monthly Rent:
$0 USD

Assets & Inventory

FF&E Value:
$0 USD
Includes FF&E:
No
Inventory Value:
$0 USD
Includes Inventory:
No

Broker Contact

Name:
Ardeshir Vosooghi
Company:
First Choice Business Brokers
Phone:
(650) 397-6562

Listing Details

Listing ID:
d8a57ca1-04f2-4843-899a-4a7afd11b7d9
Source Listing ID:
23800
Deal Status:
For Sale
Last Updated:
September 24, 2025
Currency:
USD

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified