Sherman Oaks, CA EA Practice for Sale

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Financial Details

Asking Price:
$780,000
Annual Revenue:
$735,000
Cash Flow / SDE:
$223,400
Valuation Multiple:
3.5x
Location:
Sherman Oaks, CA, US
Source:
Date:
August 14, 2025

Key Highlights

- Established EA practice in Sherman Oaks, CA, operating since 1987.
- Offers bookkeeping, individual/business tax return preparation, and payroll services with Lacerte & QuickBooks.
- Diverse revenue streams including bookkeeping ($95.5k), individual tax returns (1,188), business tax returns (225), and payroll/other ($127.6k).

Description

Established in 1987, this Sherman Oaks, CA EA practice offers a mix of services including bookkeeping, individual and business tax return preparation, payroll, and other financial services. The practice utilizes Lacerte & QuickBooks software and operates from a leased space with five private offices and six parking spots. Key revenue streams include bookkeeping ($95,500 annually), individual tax returns (1,188 returns), business tax returns (225 returns), and payroll/other services ($127,600 annually). The lease expires August 31, 2025.

Industry Information

Industry Description:
Accounting
Classification:
Financial Services

Listing Details

Listing ID:
4cbaa501-018f-499f-aa52-2d9289cd0175
Deal Status:
For Sale
Date Posted:
August 14, 2025
Last Updated:
August 14, 2025
Currency:
USD

Features & Tags

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