Accounting & Tax Brokerage

CPA firm for sale in West Los Angeles, CA. The Seller currently provides Tax, Write-up, Business Management and Wealth Management services. This is a partial sale that includes all of the CPA Accounting work but none of the wealth management services. The Seller will not consider selling the wealth management revenue and therefore cannot consider selling to anyone who is currently licensed, or provides, wealth management services. The gross revenue of $368k is derived from 56 client groups with an avg fee of $6,579 each from services that range from individual and business tax return preparation to business management, write-up, payroll and tax planning. Included in the services are 70 individual tax returns, 65 business & trust tax returns, plus 4 in-house write-up clients, 2 business management clients, and 9 payroll clients. The firm’s staff currently consists of 3 individuals, 2 of whom are likely to continue after the ... Less

Tax, Bookkeeping and Payroll firm for sale in Vista, CA. This well-established firm has been operating for over 10 years and currently has two office locations, the main location is in Vista, and a second office located in Temecula. Both locations should be retained to continue serving the local client base. This firm has great branding, excellent reviews on social media and other review sites, along with tons of upside potential. The Seller is looking forward to retirement but is open to assisting the Buyer, as-needed, after the sale. There are 4 employees, in addition to the Seller, who are likely to remain after the sale and continue preparing tax returns. The 2024 gross revenue of $406k is derived from 2700 Individual tax returns with an average fee of $128, plus 96 Entities with an average fee of $393 (see breakdown below), and $24k from Bookkeeping and Payroll. Approximately 15% of clients remit all documents ... Less

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a partial sale and the Seller is only interested in a Buyer who is open to buying the entire firm. The firm currently operates utilizing a Regus suite in Los Angeles, but the Seller prepares all returns remotely from a home office, mostly from out of state. Approximately 90% of clients electronically remit all documents for tax filing, while 10% will mail to the Regus suite, which is then forwarded to the Seller. If a client meeting is necessary then it’s handled through Zoom. The gross revenue of $212k is derived from 242 Individual tax returns with an average fee of $425, plus 133 Entities with an average fee of $551, $30k from Bookkeeping/Accounting revenue, $2k of Payroll, and $3,500 of Consulting/Tax Planning revenue. There is ... Less

CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current office location but has additional private office space to rent if the Buyer needs a local office. The Seller will gladly assist the Buyer with transition but is not interested in assisting with tax preparation after the sale. Approximately 30% of clients remit documents electronically, while 50% will mail-in, 15% drop-off, and the remaining 5% (approximately 10 people) like to come in for an appointment. The gross revenue of $107k is derived from 173 Individual tax returns with an average fee of $529, plus 5 CA SMLLC’s with an avg. fee of $745, 2 Corps with an avg fee of $1,600, and 17 recurring 1041’s with an avg. fee of $533. The firm’s current office manager will remain with the Seller and is likely not available to assist the ... Less

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale. The Sellers are transitioning approximately 40% of their existing clients in order to reduce their workload in preparation of one partner retiring. The Seller is open to helping the Buyer with transition but prefers not to prepare tax returns after the sale. Approximately 60% of clients use an online portal to upload tax documents to the Seller’s while 40% will mail-in their documents or drop-off. The Seller’s believe retaining an office in Simi Valley is not necessary and the clients can easily be relocated to the Buyer’s office, or a new office that is located within approximately 20 miles of Simi Valley (Moorpark, Thousand Oaks, Westlake Village, Camarillo, Calabasas, Agoura Hills). The gross revenue of $530k is derived from 651 Individual tax returns with an average ... Less

EA firm for sale in Southwest Riverside County, CA. Due to the small-town nature of the location, we are holding off on publicly sharing the city until the Practice Profile is reviewed and you express your continued interest. This Firm has been operating in the community for over 13 years and in the same location for the past 10 years. The current office space is month-to-month and can be assumed by the Buyer. The firm can also be relocated but should remain within a 5 to 10-mile easy commute for best client retention. Approximately 55% of clients remit their documents electronically, while 3% drop-off, 3% mail-in and 39% come in for an appointment. The gross revenue of $170k is derived from 235 Individual tax returns with an average fee of $553 plus 35 Entities with an average fee of $734. The firm is operated by 2 individuals, 1 of whom performs all Admin & Management functions and 1 who completes all the tax work, both of ... Less

EA firm for sale in Lake Forest, CA. This Firm has been operating in the city for over 20 years and in the same location for the past 10. The clients can easily be relocated to the Buyer’s office provided it’s within approximately 10-15 miles of Lake Forest. The Seller is looking to sell 75% of their clients to begin semi-retirement and working from home. The Seller is open to helping the Buyer with transition but does not want to continue preparing returns after the sale. Approximately 35% of clients remit their documents electronically, while 50% drop-off, 10% mail-in and less than 5% come in for an appointment. The gross revenue of $101k is derived from 267 Individual tax returns with an average fee of $372 plus 3 S-Corporations with an average fee of $752. The firm employs a couple Admin personnel who are not likely to work after the sale and one contract preparer who is willing to continue working if the Buyer needs tax ... Less

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase expires in 2026 but should remain in the surrounding East Bay community, ideally between San Ramon, Lafayette and Concord. The Seller is looking forward to retirement but is available to assist the buyer until April 2027, on a limited or part time basis. Approximately 20% of clients come in for an appointment, 20% drop-off, 20% mail-in and 40% submit their documents electronically. The gross revenue of $441,000 is derived from 160 Individual returns with an average fee of $1,025, plus 69 Entities with an average fee of $1,544, $110k from Bookkeeping/Accounting revenue, $1k of Payroll, and $59k of Consulting/Financial Statements/Tax Planning revenue. There is 1 part-time CPA employee who will likely remain on staff after the sale. ... Less

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or limited basis for up to 2–3 years post-sale, if desired, but is no longer interested in full-time firm management. The firm employs 1 FT Admin Asst and 1 FT Bookkeeper/Accountant. The office is located in Encino, but the client base is not location-dependent, and the Seller believes the firm can be moved anywhere within a 20 mile radius without significant impact to retention. The firm’s 2024 gross revenue of $731k is derived from 350 individual tax returns with an avg. fee of $1,200, 142 entities with an avg. fee of $1,325, and $123k of accounting income from monthly/quarterly bookkeeping, payroll, and one annual compilation engagement. Approximately 35% of clients remit documents electronically, 25% by mail, 25% drop off in ... Less

CPA firm for sale in Torrance, CA. ref # TOR125. This long-standing and highly respected practice has been serving the South Bay area since 1996 and now the Seller would like to plan for retirement. The Seller is open to a structured transition and limited post-sale involvement for up to 1-2 years. Roughly 35% of clients remit their documents electronically while 20% like to come in for an appointment, 20% drop off their documents, and the remaining 25% mail. In 2024, the firm grossed approximately $1.13 Million in revenue, generating $590k net seller discretionary earnings, from a diverse mix of services including tax preparation, accounting and bookkeeping. Revenue sources include nearly 950 Individual tax returns with an average fee of $700, approximately 296 Entity Returns averaging $881 per return, plus limited after-the-fact payroll, Accounting and Bookkeeping services generating $202,676 of revenue. The firm operations ... Less

CPA firm for sale in Westlake Village, CA. Ref# WLV125. This is a highly profitable, long-established tax and advisory practice with a select block of clients being offered for sale as part of the Seller’s phased retirement. Approximately 97% of clients remit their tax documents electronically, with the remainder using drop-off or mail. The current office will be retained by the Seller; the Buyer may operate from anywhere in the Los Angeles area or beyond, as the client base is not location sensitive. The 2024 Gross revenue of $246k is derived from 121 Individual returns with an avg. fee of $1,776, 9 Trusts (1041) with an avg. fee of $1,529, and 9 Entities (1120/1120S) with an avg. fee of $2,019. This is a partial sale with no employees transferring; the Buyer will assume all preparation responsibilities. The Seller will introduce clients and assist with transition but will not provide tax preparation support post-sale. ... Less

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the Seller is now looking forward to retirement. The Seller is open to working with the Buyer for up to 2 years after the sale, preferably on a limited or part time basis. The firm can be relocated as approximately 99% of clients remit their documents electronically with only 1 who comes into the office for an appointment. The current physical office space is available to the Buyer if they would like to keep a local presence as well. The gross revenue of $395k is derived from 18 Individual tax returns with an average fee of $2,958, plus 24 Entities with an average fee of $4,869 (see breakdown below), followed up with $71,801 from Bookkeeping/Write-up, and $152,765 from Tax Advisory/Business Management/CFO work. The firm currently ... Less

EA firm for sale in Palm Desert, CA. Ref# PAL125 This firm has been in the Coachella Valley for the past 15 years and now the Seller would like to retire. Approximately 1/3 of the clientele remit their tax documents electronically, while 1/3 will drop-off documents, and the remaining 1/3 prefer to visit the office for an appointment. The nicely furnished, “turn-key” office space is available for the Buyer to assume. It can be also moved from its current location or be combined with another office, as long as it stays in the region for client retention purposes. The 2024 Gross revenue of $142k is derived from 315 Individual returns with an avg. fee of $318, plus 25 1120/1120S/1065’s with an avg. fee of $1,224, and 15 Trusts with an avg. fee of $736, including roughly $5k of gross revenue from Accounting Services. Of the Individual clients returns prepared, 88 contain a Sch C and 44 contain a Sch E. This firm enjoys a high-net ... Less

CPA firm for sale in La Mesa, CA. Ref# LAM125. This firm has served the greater San Diego area since 1991, and the Seller is now preparing for retirement. Approximately 35% of clients remit their tax documents electronically, 5% drop off, 50% mail in, and the remaining 10% come in for an appointment. The practice has been home-based in recent years and is fully portable — it may remain home-based or be moved anywhere within San Diego or south Orange County. The 2024 Gross revenue of $123k is derived from 106 Individual returns with an avg. fee of $812, 12 Entities (1120/1120S/1065) with an avg. fee of $1,791, 13 Trusts (1041) with an avg. fee of $1,591, plus additional revenue from 990 and Gift returns. The practice enjoys a high net profit and has no employees. The Seller is willing to assist the Buyer part-time for up to 1 year to support a smooth transition. Practice currently uses Lacerte software. The clientele will ... Less

CPA firm for sale in Santa Maria, CA. Ref# SAM125. 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, 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 ... Less

CPA/Business Management firm for sale in Burbank, CA. Ref# BUR125. This CPA Business Management firm has been located in Burbank for over 30 years. The Seller has enjoyed working with the clients and is now ready to prepare for retirement. The Seller is open to working with the Buyer for a year if professional assistance is needed, but they do not want to continue managing the firm or working while a replacement is hired. The firm should remain in the local area since a majority of the clients are in the Entertainment Industry. The firms gross revenue of $824k is derived from 165 individual tax returns with an avg. fee of $654, plus 83 Entities with an avg. fee of $995 (see breakdown below), $106k of Accounting income, and finally $526k from Business Management & Tax Planning Fees. Approximately 35% of clients will remit their documents electronically, while 15% drop-off, 10% mail-in, and the remaining 40% like to come in for ... Less

CPA firm for sale in Burlingame, CA. Ref# BLG124 This well-established firm has been in its current location for the past 10 years and the Seller is ready for retirement. Approximately 50% of the clientele come in for an appointment, 25% mail in their information, 10% drop-off and the remaining 15% send their documents electronically. Retaining a location within a reasonable distance for clients to travel is ideal. The Seller believes that an office from South San Francisco to Palo Alto would be a reasonable distance. While the Seller is looking forward to retirement, they will be available for transition and willing to continue working, part-time, this coming tax season if necessary. Pay rate to be negotiated. The 2023 Gross revenue of $513k was derived from 229 individual returns with an avg. fee of $1,383, approximately 39 Entities with an avg fee of $2,051, as well as $101,800 comprised of accounting, bookkeeping, minimal ... Less

CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated and/or operated virtually. Approximately 93% of clients remit their documents to the office electronically while the remaining 7% mail-in or drop off. This firm consists of 2 partners who are both looking forward to retirement after a successful transition. One partner is willing to remain on staff to assist in return preparation on a part-time basis for the next tax season, if needed. Staff consists of 1 full-time office manager/accountant who would like to continue working after the sale. The gross revenue of $257k is derived from 99 individual returns with an avg. fee of $904, plus 49 Entities with an avg fee of $2,265, in addition to $56,776 of accounting income from 5 clients. Software used includes Lacerte, QuickBooks, QBO ... Less

CPA firm for sale in Fresno, CA. ref # FRE124. This firm was established by the Seller in 2000 and has been operating in its current location for 8 years. This office is located in an upscale, single story office building for $2,796/mo. with a lease expiration of June 2025. The space may be assumable by the Buyer if they choose, or moved. Since most clients come into the office, keeping the office in the relative area would be best for client retention. Approx. 80% of clients come in for an appointment, 10% drop-off, 8% mail-in and 2% submit their documents electronically. The gross revenue of $353,381 is derived from approximately 188 Individual returns with an average fee of $727; 68 Entities with an average fee of $1,244, along with approximately $132,129 for 17 Audits, Reviews, Compilations and minimal Payroll services rounding out the remaining revenue. The Seller is ready to ease into retirement but is open to continue ... Less

CPA firm for sale in Huntington Beach, CA. ref # HTB124. The Seller is looking forward to retirement but will be available to assist the Buyer with continued transition assistance as needed. This practice employs 2 PT and 2 FT employees, most of whom are likely to continue working after the sale, if needed. The Seller and Admin work in the physical office while all other employees work from the office 1 day a week during tax season and from home the rest of the time. The gross revenue of $457k is derived from 303 Individual returns with an avg. fee of $726 along with 93 Entities with an avg. fee of $1,565, plus $115k of income from write-up & payroll. This is a well-rounded firm providing typical accounting services such as monthly write-up, payroll, and tax return preparation for individuals and all entity types. Approximately 35% of clients request an appointment (a majority are via zoom/telephone and only about 10-20 ... Less