Partial CPA firm for sale in Encino, California. This is a partial sale of selected tax clients from a CPA who is reducing their workload due to a large years-long project they recently acquired. The Seller is looking to identify a Buyer in the near term, with a preferred closing after October 15th, preferably around November for a smooth and unrushed transition, subject to final negotiations and transition planning.
Anticipated 2026 revenue included in the sale is approximately $102,290, generated from 85 total tax returns. This book consists of 67 individual Form 1040 returns with an average fee of $1,087 and projected 2026 billings of approximately $72,860, and the remaining $29,430 in revenue consisting of 18 business, fiduciary, and gift tax returns with an average fee of $1,635 each.
Client delivery is already largely remote and electronic with about 96% of clients working with the seller remotely. Most clients upload directly to the client vault or communicate by email, with only a small number of in-person appointments and drop-offs from this group. The Seller believes the client base can transition within the Southern California market, although a Buyer in the greater Los Angeles area will provide the strongest fit due to several clients being located in the San Fernando Valley, Burbank, Westlake Village, and surrounding areas.
This opportunity is best suited for a CPA or experienced EA who is personable, responsive, and comfortable working with clients who value relationship-based service. The Seller described the best Buyer as outgoing, approachable, and willing and able to respond to client questions throughout the year.
The practice currently uses Lacerte and SmartVault.
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