Simi Valley EA Firm for Sale
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Financial Details
- Asking Price:
- $625,000
- Annual Revenue:
- $529,808
- Location:
- Simi Valley, CA, US
- Source:
- Date:
- August 08, 2025
Key Highlights
- Established EA firm in Simi Valley, CA, operating for nearly 40 years.
- $530k gross revenue from tax returns, bookkeeping, and city tax filings.
- 40% client transition opportunity due to seller retirement.
Description
Established EA firm in Simi Valley, CA, operating for nearly 40 years. The sale involves a 40% client transition as the sellers reduce workload due to retirement. Gross revenue is $530k, derived from individual and business tax returns, bookkeeping, and city tax filings. The firm uses ProSeries and CFS Tax Tools. Ideal buyer is an EA or CPA with tax experience and strong communication skills.
Industry Information
- Industry Description:
- Accounting and Tax Practices
- Classification:
- Financial Services
Listing Details
- Listing ID:
- 8fc53ee1-8495-4021-8440-cab29c3dd48b
- Deal Status:
- For Sale
- Date Posted:
- August 06, 2025
- Last Updated:
- August 08, 2025
- Currency:
- USD
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