Santa Rosa, CA Tax Practice for Sale
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Financial Details
- Asking Price:
- $240,000
- Annual Revenue:
- $206,000
- Cash Flow / SDE:
- $104,000
- Valuation Multiple:
- 2.3x
- Location:
- Santa Rosa, CA, US
- Source:
- Date:
- August 12, 2025
Key Highlights
- Tax practice established in 2017 in Santa Rosa, CA.
- Services include approximately 258 individual and 19 business tax returns.
- Cash flow of $104,000, including owner's salary and benefits.
Description
Established in 2017, this tax practice for sale in Santa Rosa, CA, caters to approximately 258 individual tax returns and 19 business tax returns, among others. The owner, an EA, prefers a buyer located in Marin, Sonoma, or Mendocino Counties. The practice utilizes Lacerte software, and the lease expires in December 2025. The business generates a cash flow of $104,000, inclusive of the owner's salary and benefits.
Industry Information
- Industry Description:
- Financial Businesses for Sale
- Classification:
- Financial Services
Listing Details
- Listing ID:
- f9459257-f842-46b3-bb6b-cbbb946423d6
- Deal Status:
- For Sale
- Date Posted:
- August 12, 2025
- Last Updated:
- August 12, 2025
- Currency:
- USD
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