Vista Tax, Bookkeeping and Payroll Firm for Sale

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Financial Details

Asking Price:
$395,000
Annual Revenue:
$406,000
Cash Flow / SDE:
$108,399
Valuation Multiple:
3.6x
Location:
Vista, CA, US
Source:
Date:
August 20, 2025

Key Highlights

- Well-established tax, bookkeeping, and payroll firm in Vista, CA, operating for over 10 years.
- 2024 gross revenue of $406k from individual tax returns, entities, and bookkeeping/payroll services.
- Strong branding and positive reviews with growth potential; suitable for CTEC, EA, CPA, or non-licensed buyer with tax preparer staff.

Description

Well-established tax, bookkeeping, and payroll firm for sale in Vista, CA, operating for over 10 years with two office locations. The firm has strong branding and positive reviews, with potential for growth. The 2024 gross revenue is $406k, derived from individual tax returns, entities, and bookkeeping/payroll services. The clientele requires a personable tax preparer. The buyer can be a CTEC, EA, CPA, or non-licensed individual with tax preparer staff. The practice uses TaxAct, QuickBooks, and Setmore.

Industry Information

Industry Description:
Accounting and Tax Practices
Classification:
Financial Services

Listing Details

Listing ID:
c81410e0-0934-4e7c-b9c7-2f3c39fecfbf
Deal Status:
For Sale
Date Posted:
August 18, 2025
Last Updated:
August 20, 2025
Currency:
USD

Features & Tags

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