Category: California Page 1 of 2

La Mesa

La Mesa, CA – $135,000

CPA firm for sale in La Mesa, CA. Firm revenue of $111k is derived from approximately 190 Individual tax clients with an average fee of $503 and 9 Entity tax clients with an average fee of $1,107, in addition to about $6k for limited payroll service revenue. Gross revenue breakdown is roughly 95% Income Tax Preparation and 5% Payroll. Currently 50% of clients prefer to remit documents via email/mail/upload for return preparation while about 50% 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 by name 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.

 

Campbell

Campbell  – $635,000

CPA Firm in Northern Santa Clara county for sale. Gross Revenue of $579,377 is broken down to 63% Tax Preparation services, 33% Financial Statement reporting and 4% Accounting/Sales Tax/Bkkpg/etc. Over 90% of clients routinely drop off/email/mail documents and approximately 10% coming in to the office for an appointment. 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.  

Corona

Corona, CA – $130,000

CPA firm for sale in Corona, CA. Firm revenue of $120k is derived from multiple CPA Services. Revenue includes approximately 50 Individual tax clients and 23 Entity tax clients along with Bookkeeping, Compilations, Payroll, Sales Tax, Audits, and Reviews. Gross revenue breakdown is roughly 30% Income Tax Preparation, 15% Payroll & Sales Tax, 25% Bookkeeping/Compilations and 30% Audits & Reviews. 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.

 

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.

San Diego

 

San Diego – $67,200

Tax Firm for sale in San Diego. Firm revenue of $56k is derived from approximately 176 Individual clients with an average fee of $313 and 2 Entities with an average fee of $658. Gross revenue breakdown is 100% Income Tax Preparation.  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.

 

Pleasanton

Pleasanton – $190,000

This multiple partner CPA firm could be perfect for an experienced CPA or EA. Firm revenue of $152k is derived from approximately 144 Individual clients with an average fee of $524 and 102 Entities with an average fee of $750. Gross revenue breakdown is roughly 100% Income Tax Preparation. Currently 95% of clients will remit documents via email and online portal while 5% 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.

Huntington Beach

Huntington Beach, CA – $400,000

CPA firm for sale in Huntington Beach, CA. This single CPA firm with an 80%+ net profit would be perfect for an experienced CPA. Firm revenue of $315k is derived from approximately 200 Individual clients with an average fee of $450 and 83 Entities with an average fee of $1,020. Gross revenue breakdown is roughly 57% Income Tax Preparation, 28% Quarterly & Annual Compilations, 3% Payroll and 12% Consulting/Tax Planning/Etc. Currently 63% of clients will remit documents via email/mail/fax, 2% may walk in and 35% 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 do not receive the information within 5 minutes.

West Los Angeles

A sunset across the beach in West Los Angeles.

West Los Angeles, CA – $98,000

West Los Angeles. This EA firm has been around for over 40 years and the seller is ready to retire. Practice revenue is 100% derived from Individual Income Tax Preparation fees. There are currently approximately 160 individual return clients with an average fee of $513. Practice currently uses UltraTax. Seller would like to find someone in the general vicinity and believes the clients would transition best to someone in the West LA/Santa Monica area. Please complete the buyer profile and NDA via the link below to immediately 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.

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.

 

 

 

Page 1 of 2

Powered by WordPress & Theme by Anders Norén