San Diego – Clairemont

San Diego (Clairemont), CA – $130,000

New Practice for sale in Clairemont. This CPA firm has been in the same central Claremont location for almost 10 years. Seller will provide transition assistance and remain to assist with return preparation for the first tax season if Buyer needs assistance. Practice revenue of $110k is generated from 154 individual tax clients with an average fee of $395 and 62 entities with an average fee of $490 plus Payroll/Bookkeeping & Consulting revenue. Revenue breakdown is approximately 83% Tax, 4% Bookkeeping & 13% Review & Consulting. Much more information is available on 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.

 

 

West Los Angeles

West Los Angeles, CA – $102,5000

New Listing in 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

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 NEW

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.

 

 

 

San Diego

A view of a lake in San Diego, California.

San Diego – $110,000

CPA firm for sale in the Miramar/Scripps Ranch area of San Diego. Firm revenue of $87k is derived from approximately 72 Individual clients with an average fee of $877 and 16 Entities with an average fee of $1,480. Gross revenue breakdown is 100% Income Tax Preparation Currently 95% of clients like to be seen in person while 5% will remit documents via mail/email/fax. This firm will transition best to someone who is in the same general vicinity and can accommodate the clients who want to be seen in person. 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.

 

East Bay

A view of the East Bay in Northern California taken from the shore.

East Bay – $115,000

EA firm for sale in the East Bay Area. Firm revenue of $99k is derived from approximately 67 Individual clients with an average fee of $435 and 5 Entities with an average fee of $1,112. Gross revenue breakdown is roughly 35% Income Tax Preparation and 65% Bookkeeping & Payroll. Currently 100% of clients will remit documents via mail/email/fax. This firm will transition best to someone who is in the San Leandro/Castro Valley area and can accommodate clients who want to be seen in person. 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.

 

San Joaquin Valley

A road in San Joaquin Valley surrounded by farm land.

San Joaquin Valley, CA – $480,000

CPA firm for Sale in California’s San Joaquin Valley. This firm’s gross revenue of approximately $420,000 is broken down to 38% Income Tax Preparation Fees, 27% Bookkeeping & Payroll, and 35% Tax Planning, Accounting & Consulting. This is a well-established firm with high average fees, stable client base and a good reputation. Tax prep fees average $998 for the approx 110 Individual returns plus $2,154 for approximately 20 Corp’s and Partnerships and $800 average for 18 Trusts & Gift returns. Practice uses Lacerte for tax prep along with Sage & Pro Systems. Seller will remain to assist with transition and be available for continued employment if new owner desires. Practice can be moved within the immediate area but shouldn’t be moved out of the current community. Firm net profit is over 50% and could be much higher if being merged with another practice. 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.

Calabasas

Calabasas, CA – $1,925,000

CPA firm for sale in Calabasas, CA. This 2 Partner CPA firm can be the perfect addition to a larger firm as well as a great fit for an experienced individual CPA with staff. Firm revenue is derived from approximately 410 Individual clients with an average fee of $837 and 239 Entities with an average fee of $1,874. Gross revenue breakdown is 62% Income Tax Preparation, 7% Compilation & Reviews, 15% Monthly Write up, and 16% Consulting Services. Currently 75% of clients will remit documents via email/mail/fax while 25% want to 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.

 

Burbank

Palm trees in the streets of Burbank California with a clear blue sky.

Burbank, CA – $825,000

CPA firm for sale in Burbank, CA. This firm is well suited for a CPA or EA who has a strong background in small business tax & accounting in the entertainment industry. Firm services makeup is 72% tax preparation and 28% accounting. Firm revenue of $703k is derived from approximately 925 Individual clients with an average fee of $445 and 150 Entities with an average fee of $635. Approximately 55% of clients will remit tax documents via email/mail/fax while 45% will want to 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 do not receive any information within 5 minutes.

N. Santa Clara County

N. Santa Clara  – $625,000

CPA Firm in Northern Santa Clara county for sale. 2019 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. 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, 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.  

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