CPA firm for sale in Santa Maria, CA. Ref# SAM125
SOLD 1/1/26 (Check our Listings page for our current AVAILABLE Listings) – This CPA firm is well-established and has been located in the central coast region for almost 30 years. The Seller has really enjoyed working with the clients and is now planning for retirement. The Seller is willing to continue working and assist the Buyer for a couple years, on a part-time basis, but they do not want to continue managing the firm or working full-time while a replacement is hired. An office should be retained in the local area since a majority of the clients are local to the central coast region. The firms gross revenue of $630k is derived from 265 individual tax returns with an avg. fee of $681, plus 70 Entities with an avg. fee of $1,544 (see breakdown below), and $341k of Accounting income. Approximately 40% of clients will drop-off their documents, while 30% prefer to come in for an appointment, 10% remit everything electronically and the remaining 20% mail in. Firm is fully staffed with one full-time office manager and one part-time bookkeeper, both of whom are likely to remain after the sale. This firm will transition best to a CPA with an extensive tax background and an understanding of clients in the Agriculture industry. Ideally, the Buyer should communicate well with clients and be approachable. Firm uses ProSeries, Quickbooks, and QBO.
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