Carlsbad EA Firm for Sale
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Financial Details
- Asking Price:
- $325,000
- Annual Revenue:
- $257,311
- Cash Flow / SDE:
- $124,827
- Valuation Multiple:
- 2.6x
- Location:
- Carlsbad, CA, US
- Source:
- Date:
- June 18, 2025
Key Highlights
- Established EA firm for sale in Carlsbad, CA with a mix of individual and entity tax clients.
- Uses Lacerte, QuickBooks, QBO, and ShareFile; partner willing to assist part-time for transition.
- Ideal buyer: CPA with extensive tax background and deep understanding of accounting & balance sheets.
Description
This is an established EA firm for sale in Carlsbad, CA. The firm has a mix of individual and entity tax clients, plus accounting income. The firm uses Lacerte, QuickBooks, QBO and ShareFile. One partner is willing to stay on staff to assist in return preparation on a part-time basis for the next tax season, if needed. The clientele will transition best to a CPA with an extensive background in tax and a deep understanding of accounting & balance sheets.
Industry Information
- Industry Description:
- Accounting and Tax Practices
- Classification:
- Financial Services
Listing Details
- Listing ID:
- ee168df2-c410-46bf-b48a-0a37a5a39b47
- Deal Status:
- For Sale
- Date Posted:
- June 17, 2025
- Last Updated:
- June 18, 2025
- Currency:
- USD
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