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

Features & Tags

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