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Profitable Tax Practice in Mountain Community

Big Bear Lake, CA

Financial Services

Profitable Tax Practice in Mountain Community

Asking price

$250,000

Cash flow (TTM)

$122K

Reported by seller

Revenue (TTM)

$243K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Profitable Tax Practice in Mountain Community.

A well-established EA tax practice in Big Bear Lake is up for sale as the Seller plans for retirement. With a gross revenue of approximately $243,4500, the practice focuses on individual income tax preparation, S corporation, partnership, corporate, fiduciary, and exempt organization returns. The client base is long-standing, with a strong emphasis on personal service. Client interaction is relationship-driven, with half of the clients attending appointments in person. The ideal successor should have experience in individual tax preparation and the ability to handle business, partnership, and fiduciary clients. The practice, using Lacerte and Drake software, may be relocated, but a presence in Big Bear Lake or the nearby mountain area is recommended for client retention.

The fine print

Detailed information.

IndustryFinancial Services
Real estateLeased
Reason for sellingPreparing for retirement
LocationBig Bear Lake, California
Year establishedNot disclosed
Lease expirationNot disclosed
Monthly rentNot disclosed
FF&ENot disclosed
Growth & expansionNot disclosed
Support & trainingNot disclosed
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.

77
BizScout Score
0 · Poor50 · Fair75 · Good100 · Excellent

Why this score?

Historical comps

How this asking price compares.

Compare this listing against same-industry asking prices in the BizScout listings database — peer percentiles, sector asking-price multiples, and the 18-month asking-price trend.

Recent comparable sales

Industry context

The industry this business sits in.

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

Location & catchment

Big Bear Lake, 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

$250,000

View on BizScout