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:
July 23, 2025

Key Highlights

- Established EA firm in Lake Forest, CA, with 20+ years of operation.
- Selling 75% of the client base (267 individual tax clients and 3 S-Corps).
- Seller financing available for experienced preparers.

Description

Established EA firm in Lake Forest, CA, operating for over 20 years. The owner is selling 75% of the client base for semi-retirement. The firm has 267 individual tax clients and 3 S-Corporations. Seller financing is available for experienced preparers.

Industry Information

Industry Description:
Accounting
Classification:
Financial Services

Listing Details

Listing ID:
e558430e-e3ce-4415-b5b2-504320ab8568
Deal Status:
For Sale
Date Posted:
July 23, 2025
Last Updated:
July 23, 2025
Currency:
USD

Features & Tags

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