Walnut Creek #WNC126

Overview

Established CPA firm for sale in Walnut Creek, California. The practice was established in 2012 and began primarily as an audit practice. It has since diversified into tax, client accounting services, attestation, and related advisory work. The two CPA partners are seeking the right successor for a full firm sale.

The practice generated $961,746 of gross revenue in 2025 and projects 2026 revenue of approximately $1,000,000. Gross revenue is derived from a diversified mix of approximately 40% tax compliance, 20% monthly write-up, accounting and bookkeeping, and 40% attestation services. The 2025 service revenue breakdown allocates approximately $334,000 to tax preparation, including 84 Form 1040 returns with an average fee of $1,650 and 110 entity returns with an average fee of $1,774, plus $97,000 from monthly accounting or bookkeeping services, $389,000 from audit and review engagements, and $141,000 from additional services.

The firm operates with a highly virtual workflow. Approximately 97% of clients send information electronically, and most client meetings are handled by video conference. The firm utilizes a virtual office arrangement in Walnut Creek for mail and occasional meeting space on a per-use basis when needed. The practice can be relocated and operated virtually by the remote staff located both in California and out of state.

This opportunity is best suited for an established CPA firm with audit, review, tax, client accounting, remote workflow, and staff management experience. The Sellers have emphasized quality, client service, staff continuity, and fit. A larger firm with the infrastructure to support a virtual team, maintain attestation standards, and integrate CCH, Caseware, and similar workflows would likely provide the strongest transition.

The practice currently uses CCH Axcess Tax, Caseware, AuditFile, QuickBooks Online, PPC, Canopy, SurePrep, ShareFile, and CCH AnswerConnect.

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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