Established CPA firm with a book of tax clients for sale in Carlsbad, California. The practice is operated primarily from a home office, with a local Carlsbad workshare office used for client drop-offs, pick-ups, and limited appointments.
Approximately 72% of clients submit documents electronically, 16% drop off documents, 7% mail information, and 5% come in for appointments. Most client meetings are handled by phone or video conference, and approximately 99% of clients sign electronically.
Projected 2026 revenue included in the sale is approximately $125,349, generated from 148 total tax clients. The client base includes approximately 133 individual Form 1040 clients with an average projected fee of $826, along with 9 S corporations, 3 partnerships, and 3 fiduciary returns with average fees of $1,030 (see detail below).
This opportunity is well suited for a local CPA or EA seeking a manageable North San Diego County client book with a largely electronic workflow and strong client continuity. The clients will likely transition best to a Buyer who is approachable, personable, and able to keep the process straightforward and accessible.
The practice currently uses Lacerte for tax preparation.
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