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Financial & Insurance · Soquel, CA

Virtual Tax Practice in Soquel, California

Main Street

$500,000

Asking price
$500K

64% below median ($1.4M)

Cash flow (SDE)
$187K

12% above median ($168K)

Revenue
$285K

68% below median ($900K)

Multiple
2.7×

21% below median (3.4×)

Margin
66%

13 pts above median (53%)

About this business

This CPA tax practice, established in 2005, primarily services clients remotely, with a substantial portfolio of both individual and business tax returns. It offers a consistent revenue stream and is supported by key software systems.

  • Established in 2005
  • 95% of clients serviced remotely
  • Projects annual cash flow of $187,000
  • Approximately 278 individual tax returns
  • Approximately 71 business tax returns

Business details

Category
Financial & Insurance
Business type
Main Street
Location
Soquel, California
Year established
2005
Listing ID
CAV6640

Listing history

  1. Listed · Nov 7, 2026

    Asking $500,000

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