Established CPA Book of Business for Sale in Simi Valley, CA

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Financial Details

Asking Price:
$160,000
Annual Revenue:
$120,000
Cash Flow / SDE:
$120,000
Profit Metric:
Gross Revenue
Valuation Multiple:
1.3x
Location:
Simi Valley, CA, US
Source:
Date:
November 06, 2025

Key Highlights

Established practice since 1989, offering 36 years of goodwill and client history.
Strong recurring revenue base driven by 170 individual tax returns with a high average fee of $530.
Low overhead opportunity as the practice operates efficiently from a home office (Lease N/A).

Description

This listing presents an excellent opportunity to acquire a well-established CPA book of business located in Simi Valley, California (Ventura County), serving clients since 1989. The practice generates $120,000 in gross revenue, supported by a robust client base focused heavily on tax preparation. Key revenue streams include approximately 170 individual tax returns averaging $530 per return and 20 business tax returns averaging $1,100. The owner also handles minor bookkeeping services. The practice utilizes modern industry software, including Lacerte and QuickBooks, and operates cost-effectively from a home office, meaning there is no associated lease obligation. This is an ideal acquisition for an individual CPA seeking immediate cash flow and a stable client roster.

Industry Information

Industry Description:
CPA Book of Business specializing in tax preparation and bookkeeping services.
Classification:
Financial Services

Operational Snapshot

Year Established:
1989

Real Estate & Lease

Status:
Not Applicable

Broker Contact

Name:
Hannah Boctor
Company:
Accounting Practice Sales

Listing Details

Listing ID:
8451ee78-f1d1-4b74-95b3-ab6df21cf2b3
Source Listing ID:
2437222
Deal Status:
For Sale
Last Updated:
November 06, 2025
Currency:
USD

Features & Tags

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Tags & Categories
CPA Book of Business Tax Preparation Home Based Accounting