Lake Forest EA Firm for Sale

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Financial Details

Asking Price:
$110,000
Annual Revenue:
$101,579
Cash Flow / SDE:
$101,579
Valuation Multiple:
1.1x
Location:
Lake Forest, CA, US
Source:
Date:
September 04, 2025

Key Highlights

- EA firm for sale in Lake Forest, CA with 20+ years of operation.
- Gross revenue of $101k from 267 individual tax returns and 3 S-Corporations.
- Seller financing available to experienced preparer.

Description

EA firm for sale in Lake Forest, CA. The firm has been operating for over 20 years and is looking to sell 75% of their clients to begin semi-retirement. The gross revenue is $101k derived from 267 individual tax returns and 3 S-Corporations. Seller financing is available to an experienced preparer with acceptable down payment. The clientele will transition best to an EA, CTEC, or CPA with tax experience.

Industry Information

Industry Description:
Accounting and Tax Practices
Classification:
Financial Services

Listing Details

Listing ID:
1cc7f8dc-5209-496c-83e0-cc33190d4d77
Deal Status:
For Sale
Date Posted:
September 03, 2025
Last Updated:
September 04, 2025
Currency:
USD

Features & Tags

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