Campbell

Campbell  – $625,000

CPA Firm in Campbell, CA for Sale. This firm’s Gross Revenue of $570,000 is broken down to 58% Tax Preparation services and 42% Financial Statement reporting/Accounting/Sales Tax/Bkkpg/etc. Over 90% of clients routinely drop off/email/mail documents and approximately 10% come in to the office for an appointment. However, the practice has transitioned many of the 10% to virtual since Covid. Practice tax return preparation consists of approx. 160 individuals with an average fee of $1,462, and 73 Entities with an average fee of $1,294 (some entity fees are included in Accounting Service fees), and the Financial Statement Reporting & Accounting consists of 6 major clients and multiple small businesses. Practice is best suited to a local CPA who is experienced, friendly and compassionate.  Firm currently uses Lacerte, QuickBooks and CSA. Much more information is available via the Practice Profile. 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 name 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.  

Ventura

Ventura, CA – $300,000 * Available after 4/15/21

CPA Audit firm for sale in Ventura, CA. Firm revenue of approximately $275k is derived from Audit & Review Accounting Services along with related Entity Income Tax Preparation. Buyer should be a CPA with experience in non-profit and CIRA Accounting. Revenue includes approximately 80 Corp and Non-Profit Tax Return Filings in addition to 62 Audits & Reviews. Practice is currently home based and 100% of the clients will remit documents via email/mail/upload. Practice uses Lacerte & Caseware and can be relocated within a reasonable distance. 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 (at www.atbcal.com/buyerprofile), 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.

Alameda

Alameda, CA – $110,000

CPA firm for sale in Alameda, CA. Firm revenue of $93k is derived mainly from Tax Preparation and Bookkeeping Services. Revenue includes approximately 93 Individual tax clients and 27 Entity tax clients along with Bookkeeping and limited Payroll. Gross revenue breakdown is roughly 92% Income Tax Preparation and 8% Bookkeeping & Payroll tax. Currently 90% of clients will remit documents via email/mail/upload while about 10% will schedule an in-person appointment. Frim uses Lacerte and can be moved. 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.

Solana Beach

Solana Beach – $99,500

CPA firm for sale in Solana Beach, CA. Firm revenue of $76,500 is 100% derived from Tax Preparation. Revenue includes approximately 43 Individual tax clients and 6 Entity tax clients with average fees of $1,469 and $2,176, respectively. Currently 69% of clients will remit documents via email/mail/upload while about 31% previously scheduled an in-person appointment. Practice uses Lacerte for all tax filings and the firm should remain in Solana Beach area. 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.

La Mesa

La Mesa, CA – $135,000

CPA firm for sale in La Mesa, CA. Firm revenue of $111k is derived from approximately 190 Individual tax clients with an average fee of $503 and 9 Entity tax clients with an average fee of $1,107, in addition to about $6k for limited payroll service revenue. Gross revenue breakdown is roughly 95% Income Tax Preparation and 5% Payroll. Currently 50% of clients prefer to remit documents via email/mail/upload for return preparation while about 50% will schedule an in-person appointment. 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 by name 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.

 

San Ramon

San Ramon, CA – $195,000

CPA firm for sale in San Ramon, CA. This single CPA firm with an 80%+ net profit would be perfect for an experienced EA or CPA. Firm revenue of $155k is derived from approximately 116 Individual clients with an average fee of $657 and 42 Entities with an average fee of $1,591. Gross revenue breakdown is roughly 92% Income Tax Preparation, 8% Quarterly Accounting/Bookkeeping. Currently 90% of clients will remit documents via email/mail/upload while less than 10% will schedule an in-person appointment. 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.

San Diego

 

San Diego – $67,200

Tax Firm for sale in San Diego. Firm revenue of $56k is derived from approximately 176 Individual clients with an average fee of $313 and 2 Entities with an average fee of $658. Gross revenue breakdown is 100% Income Tax Preparation.  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.

 

Pleasanton

Pleasanton – $190,000

This multiple partner CPA firm could be perfect for an experienced CPA or EA. Firm revenue of $152k is derived from approximately 144 Individual clients with an average fee of $524 and 102 Entities with an average fee of $750. Gross revenue breakdown is roughly 100% Income Tax Preparation. Currently 95% of clients will remit documents via email and online portal while 5% 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.

Huntington Beach

Huntington Beach, CA – $400,000

CPA firm for sale in Huntington Beach, CA. This single CPA firm with an 80%+ net profit would be perfect for an experienced CPA. Firm revenue of $315k is derived from approximately 200 Individual clients with an average fee of $450 and 83 Entities with an average fee of $1,020. Gross revenue breakdown is roughly 57% Income Tax Preparation, 28% Quarterly & Annual Compilations, 3% Payroll and 12% Consulting/Tax Planning/Etc. Currently 63% of clients will remit documents via email/mail/fax, 2% may walk in and 35% will schedule an in-person appointment. 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 do not receive the information within 5 minutes.

Paso Robles

A vineyard in Paso Robles, California with browning leaves.

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.

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