Category: Listing Posts

Campbell

Campbell  – $625,000

CPA Firm in Campbell, CA for Sale. This firm’s Gross Revenue of $570,000 is broken down to 58% Tax Preparation services and 42% Financial Statement reporting/Accounting/Sales Tax/Bkkpg/etc. Over 90% of clients routinely drop off/email/mail documents and approximately 10% come in to the office for an appointment. However, the practice has transitioned many of the 10% to virtual since Covid. Practice tax return preparation consists of approx. 160 individuals with an average fee of $1,462, and 73 Entities with an average fee of $1,294 (some entity fees are included in Accounting Service fees), and the Financial Statement Reporting & Accounting consists of 6 major clients and multiple small businesses. Practice is best suited to a local CPA who is experienced, friendly and compassionate.  Firm currently uses Lacerte, QuickBooks and CSA. Much more information is available via the Practice Profile. Please complete the Buyer Profile and NDA online and additional information will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA , and select the above practice name to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listing profile. Please check your junk folder if you don’t receive the information within 5 minutes.  

Ventura

Ventura, CA – $300,000 * Available after 4/15/21

CPA Audit firm for sale in Ventura, CA. Firm revenue of approximately $275k is derived from Audit & Review Accounting Services along with related Entity Income Tax Preparation. Buyer should be a CPA with experience in non-profit and CIRA Accounting. Revenue includes approximately 80 Corp and Non-Profit Tax Return Filings in addition to 62 Audits & Reviews. Practice is currently home based and 100% of the clients will remit documents via email/mail/upload. Practice uses Lacerte & Caseware and can be relocated within a reasonable distance. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online (at www.atbcal.com/buyerprofile), and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you do not receive any information within 5 minutes.

Alameda

Alameda, CA – $110,000

CPA firm for sale in Alameda, CA. Firm revenue of $93k is derived mainly from Tax Preparation and Bookkeeping Services. Revenue includes approximately 93 Individual tax clients and 27 Entity tax clients along with Bookkeeping and limited Payroll. Gross revenue breakdown is roughly 92% Income Tax Preparation and 8% Bookkeeping & Payroll tax. Currently 90% of clients will remit documents via email/mail/upload while about 10% will schedule an in-person appointment. Frim uses Lacerte and can be moved. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.

Solana Beach

Solana Beach – $99,500

CPA firm for sale in Solana Beach, CA. Firm revenue of $76,500 is 100% derived from Tax Preparation. Revenue includes approximately 43 Individual tax clients and 6 Entity tax clients with average fees of $1,469 and $2,176, respectively. Currently 69% of clients will remit documents via email/mail/upload while about 31% previously scheduled an in-person appointment. Practice uses Lacerte for all tax filings and the firm should remain in Solana Beach area. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.

San Ramon

San Ramon, CA – $195,000

CPA firm for sale in San Ramon, CA. This single CPA firm with an 80%+ net profit would be perfect for an experienced EA or CPA. Firm revenue of $155k is derived from approximately 116 Individual clients with an average fee of $657 and 42 Entities with an average fee of $1,591. Gross revenue breakdown is roughly 92% Income Tax Preparation, 8% Quarterly Accounting/Bookkeeping. Currently 90% of clients will remit documents via email/mail/upload while less than 10% will schedule an in-person appointment. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Paso Robles

A vineyard in Paso Robles, California with browning leaves.

Paso Robles, CA – $187,500

CPA firm for sale in Paso Robles, CA. This single CPA firm could be perfect for an experienced CPA or EA. Firm revenue of $150k is derived from approximately 232 Individual clients with an average fee of $345 plus 46 Businesses with an average fee of $1,146 and 28 Estates & Trusts with an average fee of $400. Gross revenue breakdown is roughly 95% Income Tax Preparation and 5% Consulting/Tax Planning/Amendments. Practice uses Lacerte for all tax filings. Seller is available to assist with return preparation next tax season if desired, this practice has no other staff. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

N. Los Angeles County

A view of the mountain ranges in Los Angeles County with a dark blue sky.

N. Los Angeles County – $185,000

CPA firm for Sale in North Los Angeles County. This single CPA firm could be perfect for an experienced CPA or EA. Firm revenue of $150k is derived from approximately 83 Individual clients with an average fee of $783 and 40 Entities with an average fee of $1,940. Gross revenue breakdown is roughly 95% Income Tax Preparation, 5% Annual Accounting. Currently 25% of clients will remit documents via email/mail/fax while 75% come in for an in-person meeting, however even most in-person clients use a secure file transfer and email to communicate. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.

 

 

 

Calabasas

Calabasas, CA – $1,925,000

CPA firm for sale in Calabasas, CA. This 2 Partner CPA firm can be the perfect addition to a larger firm as well as a great fit for an experienced individual CPA with staff. Firm revenue is derived from approximately 410 Individual clients with an average fee of $837 and 239 Entities with an average fee of $1,874. Gross revenue breakdown is 62% Income Tax Preparation, 7% Compilation & Reviews, 15% Monthly Write up, and 16% Consulting Services. Currently 75% of clients will remit documents via email/mail/fax while 25% want to come in for an in-person meeting. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.

 

Burbank

Palm trees in the streets of Burbank California with a clear blue sky.

Burbank, CA – $825,000

CPA firm for sale in Burbank, CA. This firm is well suited for a CPA or EA who has a strong background in small business tax & accounting in the entertainment industry. Firm services makeup is 72% tax preparation and 28% accounting. Firm revenue of $703k is derived from approximately 925 Individual clients with an average fee of $445 and 150 Entities with an average fee of $635. Approximately 55% of clients will remit tax documents via email/mail/fax while 45% will want to come in for an in-person meeting. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you do not receive any information within 5 minutes.

Carlsbad

The flower fields in Carlsbad, California.

Carlsbad Tax Firm for Sale – $1,300,000

Upscale Tax & Bookkeeping Firm in Carlsbad, CA for Sale. Firm consists of 2 Partner Shareholders along with Staff to generate revenue of $915k. Revenue is derived from Approx. 600 Individual tax clients with an average fee of $710 and 125 Entities with avg fees around $1,565. Practice generates 69% of revenue from Tax Preparation services along with 14% from Bookkeeping & Payroll and 17% from Consulting, IRS/FTB Audits & Misc Tax Services. Practice uses Lacerte and Quickbooks. Much more information is available on the Practice Profile. Please follow the link below to receive additional information.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

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