Established CPA Tax Practice for Sale in Novato, California
View Original Listing
Sign in to save
Financial Details
- Asking Price:
- $350,000
- Annual Revenue:
- $294,000
- Cash Flow / SDE:
- $129,000
- Valuation Multiple:
- 2.7x
- Location:
- Novato, CA, US
- Source:
- Date:
- July 24, 2025
Key Highlights
- Established CPA tax practice for sale in Novato, CA, operating since 1994.
- Generates approximately $20,000 in consulting revenue, with a strong focus on individual and business tax returns.
- Annual cash flow of $129,000 reported for 2024, including owner's salary and benefits.
Description
Established CPA tax practice for sale in Novato, CA. The practice was established in 1994 and utilizes Prosystem fx software. The business generates approximately $20,000 in annual revenue from consulting services. It handles around 455 individual tax returns with an average fee of $495 per return, 57 business tax returns at $776 each, and 10 other tax returns at $441 each. The annual cash flow, including owner's salary and benefits, is reported as $129,000 for 2024. The current lease expires in August 2025 and converts to a month-to-month agreement.
Industry Information
- Industry Description:
- Financial Businesses for Sale
- Classification:
- Financial Services
Listing Details
- Listing ID:
- 5897168a-6551-41f7-8085-60c879ffe51a
- Deal Status:
- For Sale
- Date Posted:
- July 24, 2025
- Last Updated:
- July 24, 2025
- Currency:
- USD
Features & Tags
Quality Verified
This listing meets our quality criteria and standards.
Verified
Tags & Categories