Virtual Tax Practice for Sale in Portland, Oregon
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Financial Details
- Asking Price:
- $350,000
- Annual Revenue:
- $253,000
- Cash Flow / SDE:
- $233,000
- Valuation Multiple:
- 1.5x
- Location:
- Portland, OR, US
- Sources:
- Date:
- May 24, 2025
Key Highlights
- Virtual tax practice established in 2021 in Portland, OR.
- Utilizes Lacerte software, serving approximately 250 individual and 35 business tax returns.
- Generates an annual cash flow of $233,000 as of 2024 with minimal client meetings.
Description
Established in 2021, this virtual tax practice in Portland, OR, presents a streamlined operation with minimal client meetings. The practice utilizes Lacerte software and serves approximately 250 individual tax returns (average fee $811), 35 business tax returns (average fee $1,181), and 15 other tax returns (average fee $519). The business operates on a month-to-month lease and boasts an annual cash flow of $233,000 as of 2024.
Industry Information
- Industry Description:
- Tax Practices
- Classification:
- Financial Services
Listing Details
- Listing ID:
- 2cf347c4-3567-4255-8eda-88fe4a1a44bc
- Deal Status:
- For Sale
- Date Posted:
- May 24, 2025
- Last Updated:
- May 26, 2025
- Currency:
- USD
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