Burlingame #BLG126

Overview

Partial CPA tax practice for sale in Burlingame, California. The offering is a defined group of 104 individual income tax clients carved out of an established CPA firm. The Seller is a Certified Public Accountant with a master’s degree in taxation. No office, staff, equipment, or other assets of the firm are included.

2025 billings for the clients included in this sale were approximately $110,200 across 104 clients, at an average fee of approximately $1,060. Common characteristics include equity compensation from restricted stock units, employee stock purchase plans and incentive stock options, sole proprietorship and rental activity, and foreign bank account reporting.

Client delivery is almost entirely remote. Approximately 95% of clients send information electronically, 2% by mail, 2% by drop-off, and 1% come in for an appointment. Communication runs through email and a secure portal, including document exchange and electronic signatures. Telephone contact is limited and in-person meetings are rare. Because of this the clients are not tied to the Burlingame location, and the Seller believes a CPA located anywhere in the greater San Francisco Bay Area, including San Francisco, San Jose, or the East Bay, could service the group without maintaining an office on the Peninsula.

This opportunity is best suited for a Certified Public Accountant or CPA firm with individual tax preparation capacity available before the coming filing season, and with experience in equity compensation and foreign account reporting. These clients expect their returns to be prepared and overseen by a CPA, and the Seller’s preference is for a CPA Buyer. The group suits a practitioner adding remotely serviced individual work without taking on an office or staff.

The practice currently uses Lacerte for tax preparation, along with a secure client portal and electronic signature.

Additional information is available in the Practice Profile, including more detailed staffing, financial, client, and transition information. Please log in to your account at www.atbcal.com for immediate access to the full listing and downloadable Practice Profile. You can also update your distance preference from your account.

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