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
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