Category: Northern California

San Francisco

San Francisco – $125,000

San Francisco CPA Firm for Sale. Firm currently operated out of office in the Richmond District where approximately 75% of clients come in for an appointment or to drop off tax docs. Firm revenue of $99,552 consists of approximately 72 Individual Income Tax Returns with an average fee of $823 along with 21 Entities with an average fee of $1,204 and 5 Audits/Compilations/Reviews with an average fee of $3k. 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.

Bay Area – South Bay

Bay Area – South Bay $645,000

Enrolled Agent firm for sale in the North West area of the South Bay. Practice has been in business over 30 years and has a very loyal client base. Approximately 39% of clients schedule an appointment while 61% will drop off/email/upload/mail in their tax documents. Practice uses Drake along with quickbooks and CFS for 820 individual tax clients with an average fee of $460 and 77 entities with an average fee of $836. Additional revenue from Bookkeeping/Payroll/Tax Planning, etc totals about $43,000 per year. 2019 Revenue will be right around $500,000. 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 Jose

$130,000

Partial practice for sale in San Jose, CA. This partial practice sale is comprised of 33 Individual tax clients with an average fee of $1,462 along with 23 Entities with an average fee of $2,419 and limited Bookkeeping/1099/571L work that totals $2,493. CPA is looking to reduce their current workload. The current office is home based and these clients will need to move to your location. 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.

 

Silicon Valley Region

$725,000

CPA Firm for sale in the Silicon Valley area (North West Santa Clara County). 2018 Gross Revenue $643,110 includes $399,100 (62%) from tax preparation services and $244,010 (38%) from accounting related services. Majority of clients (90%) drop off/email/mail documents with approximately 10% coming in to the office. Firm currently uses Lacerte, QUickbooks and CSA. Please complete the Buyer Profile and NDA and additional information 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.

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