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Established CPA Firm with Tax and Bookkeeping Clients in Laguna Hills

Laguna Hills, CA

Financial Services

Established CPA Firm with Tax and Bookkeeping Clients in Laguna Hills

Asking price

$210,000

Cash flow (TTM)

$122K

Reported by seller

Revenue (TTM)

$185K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established CPA Firm with Tax and Bookkeeping Clients in Laguna Hills.

Founded by a CPA in 1990 who is now preparing for retirement, this CPA firm for sale in Laguna Hills generates revenue primarily from individual and business tax preparation, along with a small monthly bookkeeping client base. With gross revenue of approximately $184,594, the firm serves 149 individual Form 1040 clients, 26 entity tax returns, and 10 monthly bookkeeping clients. Client interaction methods vary, and a local Orange County presence is recommended for client continuity. Ideal for a CPA or experienced EA, the firm comes with two part-time contract data entry/bookkeeping assistants. The Seller will assist in the transition but not provide services post-sale.

The fine print

Detailed information.

IndustryFinancial Services
Employees2
Real estateLeased
Reason for sellingPreparing for retirement
LocationLaguna Hills, California
Year established1990
Contact number
Email

BizScout Score

How this listing scores against everything else on BizScout.

An at-a-glance read on listing quality. Higher means the deal is well-priced, the financials look healthy, and the data is well-documented. A low score often means the seller hasn’t shared enough data yet, not that the deal is bad.

86
BizScout Score
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Why this score?

Historical comps

How this asking price compares.

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Recent comparable sales

Industry context

The industry this business sits in.

Size, momentum, structure, and where the risk concentrates.

Location & catchment

Laguna Hills, California

Reference data sourced from Census ACS, Census County Business Patterns, and NOAA Climate Normals. Exact address shared after NDA.

Why this deal stands out

The case for this acquisition.

Scannable cards on owner involvement, asset transfer, revenue quality, and other deal-shaping signals pulled from this listing.

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Asking price

$210,000

View on BizScout