Downey

$65,000

Tax & Bookkeeping practice for sale in Downey. Approximately 70% of clients come in to office for an appointment and 30% will come to the office when they are ready to file. Practice currently uses Drake for tax prep and Quickbooks for bookkeeping. Revenue breakdown is 42% Bookkeeping, 15% Payroll and 43% Tax. 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.

Fullerton

$335,000 – New Listing.

Enrolled Agent Tax & Bookkeeping firm for sale in Fullerton. Practice revenue of $280k is approximately 50% tax and 50% bookkeeping. Practice currently uses ATX, Quickbooks & Medlin. There are approximately 335 individual tax clients with an average fee of $265 along with 144 entities with an average fee of $450 and 86 bookkeeping/Payroll/Sales Tax/Other Service clients (most on quarterly basis) with an average annual fee of $1,480/yr. Additional information will be updated when available. If you want to receive the practice profile as soon as we have all the financial data from the seller then please complete the Buyer Profile and NDA online.

Please complete the Buyer Profile and NDA online, and select the above practice. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

Bay Area – South Bay

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. 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 – East Bay

Bay Area – East Bay – $310,000

CPA Firm for sale in the East Bay. This practice is located in the Northern Coastal area of the East Bay. Practice currently uses Lacerte along with Quickbooks and Tax Tools for Tax & Accounting. Gross revenue of $278k is generated from 75% Tax Preparation and 25% Bookkeeping/Write up/Payroll. Firm currently prepares approximately 350 individual returns with an average fee of $400, and 130 Business/Entity returns with an average fee of $485. More information is available in the Practice Profile. Please complete the Buyer Info 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.

Redlands

Redlands – $250,000

CPA Firm for sale in Redlands, CA. Firm currently uses Lacerte & Quickbooks for tax prep & accounting. Gross revenue of approximately $210,000 is from 45% Tax Preparation, 25% Bookkeeping & Write up, and 30% Reviews. Firm is home based and can be moved to anywhere in the area. More information is available in the Practice Profile. Please complete the Buyer Info 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.

Visalia

$560,000

CPA Firm in Visalia, CA for Sale. This 2 partner firm is well established and has been in the area for over 20 years. Firm currently uses Lacerte for tax preparation along with Sage, & Pro Systems for Accounting & Compliance. Practice gross revenue of $475,616 is broken down to 34% Tax Preparation, 5% Payroll Service, 20% Bookkeeping/Write-up, and 41% Business & Tax related services/Audits/1099’s/Tax Planning/etc. Tax Revenue is from 106 Individual Tax Clients with an average fee of $998, along with 38 Entity Tax Clients with an average fee of $1,398. 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.

City of Industry

$690,000

CPA Firm for sale in the City of Industry for sale. This great practice produced Gross revenue of $576,449 in 2018 and will provide over $350k net to new owner. Sellers would prefer to sell after 4/30/2020 but will talk to prospective buyers any time. 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.

Thousand Oaks

$110,000

Solo Practitioner 1040 practice available in Thousand Oaks. This home office practice would easily move to another office in the area. Practice generates $90k of revenue from 275 Individual clients with an average fee of $327. Complete the Buyer Profile and NDA online and then 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.

San Diego- Clairemont

$156,000

CPA Firm in the Clairemont area of San Diego for sale. Practice currently generates approx. 120k of revenue from 157 individual income tax clients with an average fee of $460, along with 65 entities with an average fee of $482 and Bookkeeping/Payroll and 1 Review for a total of about $16k (revenue breakdown available). About 36% of clients will schedule an appointment while 64% will drop off/email/upload/mail documents in. Practice currently uses Lacerte, CFS & Quickbooks. Seller financing is not available for this 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.

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