Virtual Tax Practice for Sale in Portland, Oregon

View Original Listing

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

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified