Hannah Boctor

• The owner is an EA• This practice was established in 1996• Software in use includes Lacerte, QuickBooks, Practice CS, File Cabinet• Approximately $41,100 in annual revenue, via bookkeeping (50 clients)• Approximately $10,000 in annual revenue, via consulting (25 clients)• Approximately $50,000 in annual revenue, via payroll (50 clients)• Approximately 640 individual tax returns with an average fee of $475 per return• Approximately 150 business tax returns with an average fee of $820 per return• Approximately 10 other tax returns with an average fee of $1,400 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $150,906 (2025)• Lease is month to month. ... Less

• This practice was established in 2000• Software in use includes Proseries, Revver, Financial Microsystems• Approximately $12,000 in annual revenue, via bookkeeping (10 clients)• Approximately $39,800 in annual revenue, via payroll• Approximately 250 individual tax returns with an average fee of $375 per return• Approximately 75 business tax returns with an average fee of $600 per return• Annual cash flow and office building information has been omitted as this is a book of business. ... Less

• The owner is a CPA• This practice was established in 1994• 40% of clients meet with the seller and staff• Software in use includes Lacerte• Approximately 335 individual tax returns with an average fee of $560 per return• Approximately 50 business tax returns with an average fee of $1.445 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $196, 500 (2025)• Lease expires 11/30/2026. Office space in shared suite. ... Less

• The owner is a CPA• This practice was established in 1987• Software in use includes Lacerte and QuickBooks• Approximately 200 individual tax returns with an average fee of $1,465 per return• Approximately 20 business tax returns with an average fee of $1,850 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $221,090 (2025)• Lease expires in 6/30/2028. The office space is large enough for 3 employees, has a kitchenette and bathroom with great parking. ... Less

This practice offers a strong platform for a buyer looking to acquire a full-service CPA practice with excellent cash flow, established client relationships, experienced staff support, and meaningful recurring revenue.Practice Highlights include: •Established in 1999•Approximately $900,000 in annual revenue through bookkeeping services and related client tax return preparation•Approximately 27 individual tax returns with an average fee of $778 per return•Approximately 8 business tax returns with an average fee of $1,625 per return•Full staff available to remain after closing and assist with transition and client retention•Software includes QuickBooks Enterprise, Thomson Reuters, and BioCabinet CS•Annual cash flow, including owner’s salary and benefits, personal vehicles, and other non-operational expenses: $407,000 projected for 2026•Lease expires August 31, 2027 ... Less

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA• This practice was established in 2003• Software used is Lacerte• Approximately 185 individual tax returns with an average fee of $1,268 per return• Approximately 21 business tax returns with an average fee of $4,438 per return• Approximately 57 Fiduciary tax returns with an average fee of $958 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $225,225 (Projected 2026)• Office space is available for sale by owner or buyer has the option to assume the office space, if desired ... Less

• The owner is a CPA• This practice was established in 2009• Software in use includes Lacerte, Rightworks hosting, and Practice CS• Approximately $32,700 in annual revenue, via payroll (40 clients) • Approximately 520 individual tax returns with an average fee of $475 per return• Approximately 110 business tax returns with an average fee of $1,530 per return• Approximately 20 other tax returns with an average fee of $520 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $226,524 (2025)• Lease expires 12/2028. Space consists of a three-office suite in a Class A building. ... Less

• The owner is an EA• This practice was established in 1981• 5% of clients meet with the seller• Drake Software is used• Approximately $6,000 in annual revenue, via payroll• Approximately 528 individual tax returns with an average fee of $311 per return• Approximately 36 business tax returns with an average fee of $920 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $153,000 (Projected 2026)• Home office, no staff ... Less

• Seller prefers the buyer to be a CPA or have a CPA on staff due to preparation of financial statements• This practice was established in 2018• This is not a virtual practice as 90% of clients meet with the seller and staff• Software in use includes Ultra Tax, QuickBooks• Approximately $49,000 in Revenue from Bookkeeping & Other services• Approximately 250 individual tax returns with an average fee of $250 per return• Approximately 180 business tax returns with an average fee of $944 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $199,000 (2025)• Lease month to month, single office space ... Less

• The owner is a CPA• This practice was established in 1987• 1% of clients meet with the seller and staff• Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual revenue, via bookkeeping (6 clients)• Approximately 370 individual tax returns with an average fee of $630 per return• Approximately 45 business tax returns with an average fee of $1,140 per return• Approximately 10 other tax returns with an average fee of $1,600 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $249,598 (2025)• Lease is N/A. Seller operates from home office. ... Less

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern cloud-based systems and services approximately 85–90% of its clients remotely, creating flexibility and scalability for a buyer.Revenue Breakdown• Approximately 31 bookkeeping clients generating $114,000 annually• Approximately 93 consulting clients generating $24,000 annually• Approximately 136 individual tax returns with an average fee of $521 per return• Approximately 102 business tax returns with an average fee of $2,058 per return• Approximately 20 additional tax returns with an average fee of $1,643 per returnFinancial OverviewProjected 2026 annual cash flow is approximately $251,000, including owner salary and benefits, personal vehicles, and other discretionary or non-operational expenses.Additional Information• Lease in ... Less

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility.Key Highlights• CPA-owned practice established in 2011, seller prefers a CPA or firm that employs CPAs• Virtual-ready model — office space optional, lease in place through October 2027• Software: UltraTax, SurePrep, SafeSend, QuickBooks Online (QBO)• Recurring bookkeeping revenue provides steady year-round incomeRevenue & Services• Approximately $398,000 in bookkeeping revenue (102 clients)• Approximately 313 individual tax returns — average fee $1,267• Approximately 151 business tax returns — average fee $2,165• Approximately 56 other tax returns — average fee $892• Approximately $24,000 in Review revenue (3 clients)• Approximately $6,000 in Compilation revenue (2 clients)Financial Performance• Annual Cash Flow (2025): $594,000(Includes owner’s salary and benefits and other ... Less

• The owner is a CPA• This practice was established in 1994• Software in use includes prosystem fx• Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties• Approximately $20,000 in annual revenue, via consulting• Approximately 455 individual tax returns with an average fee of $495 per return• Approximately 57 business tax returns with an average fee of $776 per return• Approximately 10 other tax returns with an average fee of $441 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $129,000 (2024)• Lease expires August 2025 then converts to Month to month ... Less

• The owner is a CPA• This practice was established in 1967• Software in use includes Lacerte• Approximately 80 individual tax returns with an average fee of $1,260 per return• Approximately 5 business tax returns with an average fee of $2,325 per return• Approximately 20 other tax returns with an average fee of $1,075 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $107,490 (Proj.-2025)• Office space is a two-story commercial building; it is used on an as-needed basis. Buyer has option to operate solely from home office. ... Less

• The owner is a CPA• This practice was established in 1995• Software in use includes ProSeries, QuickBooks• Approximately $127,400 in annual revenue, via bookkeeping (35 clients)• Approximately 490 individual tax returns with an average fee of $410 per return• Approximately 85 business tax returns with an average fee of $1,120 per return• Approximately 15 other tax returns with an average fee of $310 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non- operational expenses of the business: $237,633 (2023)• Seller owns office space building. Office space assumable by new owner. ... Less

Bookkeeping Practice with Stable, Year-Round RevenueThis practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business is well-established, utilizes QuickBooks software, and offers diversified revenue streams beyond tax season.Revenue Breakdown• ~$322,000 from bookkeeping services (60 clients)• ~$36,000 from consulting services (15 clients)• ~$10,000 from shared revenue arrangements (27 clients)• ~$12,000 from payroll processing services (9 clients)Projected 2026 Cash Flow: ~$167,000 (including owner’s salary, benefits, and discretionary expenses)• Lease secured through June 2026 ... Less

Niche specialty firm focusing on 179D, Cost Segregation, and R&D tax credit servicesOwner is a CPAEstablished: 2004Delivery Model: Fully virtual practice; all client meetings conducted via phone or ZoomLease: N/A – No physical office requiredSoftware in Use: RSMeansService Mix & Average Fees• Approx. 9 R&D projects annually — Average fee: $40,705• Approx. 2 Section 179D projects annually — Average fee: $9,104• Approx. Approx. 5 - 20 Cost Segregation projects annually — Average fee: $16,774Financial Overview• Projected 2026 Annual Cash Flow: Approximately $379,000Key Highlights•Highly specialized technical service niche with strong demand drivers•Efficient virtual delivery model supports scalability and national buyer interest•Low overhead structure due to remote operations•Well-suited for a CPA or qualified firm seeking to expand into tax incentive and engineering-based services ... Less

• The owner is a CPA• This practice was established in 2008• Software in use includes QuickBooks, Desktop and online - Ultra tax• Approximately $264,000 in annual revenue, via bookkeeping • Approximately $28,000 in annual revenue, via payroll • Approximately $114,250 in annual revenue, via other services/projects • Approximately 400 individual tax returns with an average fee of $520 per return• Approximately 80 business tax returns with an average fee of $1,125 per return• Approximately 15 other tax returns with an average fee of $680 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $323,807 (2025)• Lease expires December 2028. 7 offices and a conference room, 2 restrooms, reception area with extra seating, small kitchenette. ... Less

• The owner is a CPA• This practice was established in 2016• Software in use includes UltraTax• Approximately $4,600 in annual revenue, via bookkeeping (2 clients)• Approximately $1,900 in annual revenue, via consulting• Approximately $2,200 in annual revenue, via other projects• Approximately 220 individual tax returns with an average fee of $800 per return• Approximately 30 business tax returns with an average fee of $2,200 per return• Approximately 4 other tax returns with an average fee of $1,100 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $151,154 (2025)• Seller owns the building. Office space is assumable by buyer. ... Less

• The owner is an EA• This practice was established in 2005• Software in use includes Drake, QuickBooks, Drake Accounting• Approximately $160K in annual revenue, via bookkeeping (60 clients)• Approximately 950 individual tax returns with an average fee of $365 per return• Approximately120 business tax returns with an average fee of $843 per return• Approximately $103K in annual revenue, via payroll processing• Approximately $38K annual revenue in misc. services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $369,693 (2025)• Lease expires in October 2027. ... Less

Established CPA practice, founded in 1991 and located in an affluent Bay Area community, offers a stable and profitable acquisition opportunity. The firm benefits from a steady clientele and a good mix of client types, along with strong client relationships and efficient operations supported by ProSeries software.The practice prepares approximately 260 individual returns (average fee $745) and 40 business returns (average fee $1,520), along with additional project work. 2025 cash flow is approximately $229,385, including owner benefits and discretionary expenses.The office is situated in a professional ground-floor suite, with a lease in place through December 1, 2026, providing flexibility for future planning. ... Less

• The owner is a CPA• This practice was established in 1992• Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks• Approximately $40,000 in annual revenue, via bookkeeping (25 clients)• Approximately $10,610 in annual revenue, via other projects• Approximately 315 individual tax returns with an average fee of $310 per return• Approximately 45 business tax returns with an average fee of $730 per return• Approximately 15 other tax returns with an average fee of $725 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $81,976 (2024) • Seller owns building. Office space assumable to buyer. Space is a one-level building with six offices, a lobby, a conference room, and extra storage ... Less

• The owner is a CPA • This practice was established in 1989• Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with an average fee of $590 per return• Approximately 75 business tax returns with an average fee of $2,000 per return• Approximately 10 other tax returns with an average fee of $970 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $197,800 (2025)• The lease is set to expire on December 31, 2027. The available space is a spacious 2,800 square feet located in the lower level of the office building ... Less

• The owner is a CPA• This practice was established in 1989• Software in use includes Drake, QuickBooks, and MS Office• Approximately $24,000 in annual revenue, via bookkeeping (12 clients)• Approximately 445 individual tax returns with an average fee of $310 per return• Approximately 40 business tax returns with an average fee of $1,500 per return• Approximately 25 other tax returns with an average fee of $200 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $190,000 (2025)• Seller owns building. Buyer may lease or buy office space. Consists of waiting room, 4 offices, conference room, file room, restrooms, and attic storage ... Less

• The owners are CPAs• This practice was established in 2011• Less than 10% of clients meet with the seller and staff• Software in use includes Lacerte, QuickBooks• Approximately $823,567 in annual revenue, via bookkeeping (102 clients)• Approximately $46,735 in annual revenue, via consulting• Approximately 529 individual tax returns with an average fee of $523 per return• Approximately 555 business tax returns with an average fee of $1,192 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $947,851 (2025)• Lease expires in 12/31/2026. Spacious suite in a 5-story building. ... Less

•Accounting and tax practice for sale near Dyersburg, TN (North of Memphis)• Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business / other entities (13%)• Prior year and current year gross revenues are approximately $320,000, and discretionary cash flow is quite strong at approximately 65% of gross revenue• Location is assumable, if desired• Staff is in place, and the owner will assist in transitioning clients to the buyer• Please note that buyer must be a CPA since some revenues are derived from attestation services ... Less

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee• Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%) and business / other entities (10%); and compilations, reviews, and audits (19%)• Location is assumable• The owner will assist with the transition• Please note that buyer must be a CPA since a portion of revenues are derived from assurance work ... Less

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson CountyRevenues are comprised of monthly accounting (approximately 23%), tax services for individuals (32%) and business / other entities (25%), and other financial services (20%)Revenues have grown steadily, and current year gross revenues are estimated to be approximately $750,000Current year cash flows are estimated to be $340,000Software in use includes ProSeriesLocation is assumable if desiredExperienced long-term staff is in placeOwner will assist in transitioning clients to buyer ... Less

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence)• Revenues are derived primarily from business clientele representing a broad range of industries• Revenue mix:  Accounting (5%) and tax services for individuals (32%) and business / other entities (63%)• 2025 gross revenues are estimated to be approximately $775,000• Exceptional cash flow at 58% of gross revenue• Owner assistance during transition, with minority partner interested in staying on to support client retention.• Seller prefers a CPA or firm that employs CPAs• Location is assumable, if desired ... Less

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire• The practice derives its revenue from accounting (approximately 14%), payroll (10%), and tax services for individuals (58%) & business / other entities (18%)• Revenues have grown steadily and are estimated to grow more than 10% this year to approximately $296,000• Software in use includes ProSeries• The owner has streamlined the practice and has begun the conversion to virtual operations• The owner is open to an extended transition period, including working part-time for the buyer after closing, which should ensure a seamless transition and optimal client retention ... Less

AVAILABLE AFTER 4/15• Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor• Revenues are comprised of tax services for individuals (90%) and entities (10%)• 2025 gross revenues were 91,000, and cash flow is strong at 69% of gross revenue• Software in use includes Drake• Average individual tax return fee is about $480• Location is assumable with landlord approval• The owner is open to working part-time for Buyer after closing, which should ensure a seamless transition and optimal client retention ... Less

• The owner is a CPA• This practice was established in 2003• Software in use includes UltraTax• Approximately $515 in annual revenue, via bookkeeping (3 clients)• Approximately $1,275 in annual revenue, via consulting • Approximately 440 individual tax returns with an average fee of $510 per return• Approximately 48 business tax returns with an average fee of $829 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $99,911 (2025)• Lease expires in 8/31/2026 and is renewable for an additional 3 years. ... Less

• The owner is a CPA• This practice was established in 1966• Software in use includes ProSeries• Approximately 245 individual tax returns with an average fee of $705 per return• Approximately $1,320 in annual revenue, via payroll • Approximately 30 business tax returns with an average fee of $1,540 per return• Approximately 25 other tax returns with an average fee of $605 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $121,752 (2024)• Lease is month-to-month. Space consists of two offices with a storage room and front office. ... Less

Highly Profitable Virtual CPA Practice with Balanced Service MixThis virtual, CPA-owned practice, established in 2012, presents an excellent acquisition opportunity with 2025 gross revenue of approximately $535,000 and cash flow of approximately $459,900. The firm benefits from a steady clientele and a well-balanced mix of services, with revenue derived from tax services (51%) and bookkeeping (49%), providing consistent, year-round income stability.Operating virtually allows for geographic flexibility, streamlined overhead, and scalability, making this practice particularly attractive to buyers seeking a modern, efficient firm with strong profitability and dependable recurring revenue. ... Less

Flexible Terms and Sellers Guarantees Available• The owner is a CPA• This practice was established in 1980• Seller willing to provide support and advise during transition for a year or two• Practice is supported by a trained and loyal team eager to continue with the new owner and help ensure a seamless transition• Software in use includes Lacerte, QuickBooks, MS Office Professional • Approximately $96,000 in annual revenue, via Bookkeeping (88 clients) • Approximately $42,000 in annual revenue, via Audit & Review, Compilations and Consulting (18 clients) • Approximately 300 individual tax returns with an average fee of $812 per return• Approximately 75 business tax returns with an average fee of $1,400 per return• Approximately 75 other tax returns with an average fee of $1,156 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  ... Less

• This is a pure tax practice. Seller prefers a buyer with 5+ years of experience preparing individual and business tax returns including tax planning and strategy• Clients can be serviced remotely, providing flexibility and broader geographic opportunities for a buyer• Exceptional average fees and attractive business tax client base• Software in use includes Lacerte and QuickBooks• Approx. 88 individual tax returns with an average fee of $1,193 per return• Approx. 89 business tax returns with an average fee of $3,202 per return• Approx. 9 fiduciary tax returns with an average fee of $1,111 per return• Lease may be assumable for a buyer seeking continued office presence• Projected 2026 annual cash flow: Approximately $259,000 ... Less

• The owner is a CPA• Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area• Software in use includes Pro Series, Accounting XPert, QuickBooks• Approximately $123,000 in annual revenue, via bookkeeping (45 clients) • Approximately $33,000 in annual revenue from Payroll and other services• Approximately 563 individual tax returns with an average fee of $454 per return• Approximately 91 business tax returns with an average fee of $929 per return• Approximately 55 other tax returns with an average fee of $818 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $186,510 Proj. 2025• Seller owned building, 65% of space used for accounting practice ... Less

• The owner is a CPA and prefers the buyer to be a CPA located in the Yuma area or maintain an office in Yuma during tax season • This practice was established in 1981• Tremendous growth potential for an ambitious new owner• Software in use includes Lacerte, QuickBooks, RIA Checkpoint• Approximately $30,000 in annual revenue, via bookkeeping (11 clients) • Approximately 81 individual tax returns with an average fee of $1,150 per return• Approximately 32 business tax returns with an average fee of $2,009 per return• Approximately 4 other tax returns with an average fee of $678 per return• Approximately $5,400 in revenue from financial statement preparation services • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $155,000 (2025)• Seller owns building. Available for Lease or Sale ... Less

• The owner is a CPA• This practice was established in 1993• Software in use includes Lacerte and QuickBooks• Approximately $17,800 in annual revenue, via bookkeeping (12 clients)• Approximately $45,500 in annual revenue, via payroll (68 clients)• Approximately $7,400 in annual revenue, via other projects • Approximately 690 individual tax returns with an average fee of $770 per return• Approximately 110 business tax returns with an average fee of $1,230 per return• Approximately 55 other tax returns with an average fee of $995 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $519,942 (Proj-2025)• Seller owns office space. ... Less

Motivated Seller - Terms and Guarantees Available• The partners are CPAs - one partner willing to stay on with new buyer• The sellers prefer a buyer located in San Joaquin County or neighboring counties • This practice was established in 2002• Practice supported by trained staff (tax preparer, bookkeepers)• Software in use includes Lacerte Tax, Accountants World, QuickBooks• Approximately $84,000 in annual revenue, via bookkeeping (18 clients) • Approximately $85,000 in annual revenue, via Payroll Processing (53 clients) • Approximately 600 individual tax returns with an average fee of $450 per return• Approximately 137 business tax returns with an average fee of $1,095 per return• Approximately 34 other tax returns with an average fee of $912 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $332,000 (2024)• Lease assumable ... Less

• The owner is an EA• This practice was established in 2017• Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties• Software in use - Lacerte• Approximately 258 individual tax returns with an average fee of $616 per return• Approximately 19 business tax returns with an average fee of $1,610 per return• Approximately 20 Fiduciary returns with an average fee of $611 per return• Approximately 4 other amended tax returns with an average fee of $1,099 per return (nonrepeat business)• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $104,000 (2024)• Lease expires: 12/2025 ... Less

Motivated Seller - Price and Guarantees Available• The owner is an EA• This practice was established in 1970• Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome, Adobe PDF, MS Office, GoogleDocs• Approximately $86,000 in revenue generated from bookkeeping (48 clients)• Approximately $57,500 in revenue generated from Payroll Processing (38 clients)• Approximately 150 individual tax returns with an average fee of $550 per return• Approximately 25 business tax returns with an average fee of $850 per return• Approximately $7,800 in revenue generated from other services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $96,843 (Proj. 2025)• Lease expires on December 31, 2025 ... Less

• The owner is a CPA• This practice was established in 1994• Software in use includes prosystem fx• Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties• Approximately $20,000 in annual revenue, via consulting• Approximately 455 individual tax returns with an average fee of $495 per return• Approximately 57 business tax returns with an average fee of $776 per return• Approximately 10 other tax returns with an average fee of $441 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $129,000 (2024)• Lease expires August 2025 then converts to Month to month ... Less

• The owner is a CPA• This practice was established in 2013• Software in use includes QuickBooks, ATX• Approximately $280,000 in annual revenue, via bookkeeping (50 clients)• Approximately 140 individual tax returns with an average fee of $700 per return• Approximately 60 business tax returns with an average fee of $1,700 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $269,000 (Proj 205)• Lease expires February 2028. ... Less

• The owner is a CPA• This practice was established in 1993• Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks• Approximately $325K in annual revenue, via bookkeeping (35 clients)• Approximately $260K in annual revenue, via other projects • Approximately 280 individual tax returns with an average fee of $1,020 per return• Approximately 90 business tax returns with an average fee of $1,945 per return• Approximately 10 other tax returns with an average fee of $7,175 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $255,277 (2024)• Lease expires September 30, 2026. Lease for part of second level of a commercial office building. Currently space is 5 separate rooms and 1 reception and open space. Building is located on the corner of the main road. Parking lot is ample and accessible. ... Less

• The owner is a CPA• This practice was established in 2001• Software used is Lacerte• Approximately $36,000 in annual revenue, via bookkeeping (14 clients)• Approximately 585 individual tax returns with an average fee of $520 per return• Approximately 115 business tax returns with an average fee of $1,160 per return• Approximately 25 other tax returns with an average fee of $815 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $302,420 (Proj.-2025)• No lease. Office space is unavailable. ... Less

• The owners are CPAs (Inactive)• This practice was established in 2022• Software in use includes ProSeries & QuickBooks• Approximately $64,000 in annual revenue, via bookkeeping (200 clients)• Approximately $84,000 in annual revenue, via consulting (144 clients)• Approximately 550 individual tax returns with an average fee of $360 per return• Approximately 150 business tax returns with an average fee of $955 per return• Approximately 10 other tax returns with an average fee of $390 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $341,686 (2024)• Lease is month-to-month. Space consists of four offices, a reception area, a kitchen, and a supply room. ... Less

• The owner is a CPA• This practice was established in 1985 and incorporated in 2003• Seller prefers a buyer located in the greater Sacramento area• Software in use includes UltraTax, Fixed Assets CS, Accounting CS, Practice CS, QuickBooks• Approximately $254K in annual revenue, via bookkeeping (128 clients)• Approximately 485 individual tax returns with an average fee of $676 per return• Approximately 83 business tax returns with an average fee of $639 per return• Approximately 110 other tax returns with an average fee of $755 per return• Approximately $3K in annual revenue for other services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $193,102 (2023)• Seller owns 1,850 sq ft building space which includes six large, private offices ... Less

This well-established Enrolled Agent practice has been serving clients since 1992 and offers a balanced mix of tax, bookkeeping, payroll, and consulting revenue. The owner is willing to assist for 1–2 years and is open to part-time support during tax season to ensure a smooth transition. Trained staff are interested in remaining with the new owner.• Software in use includes Lacerte & QuickBooks Plus Pro 2024• Approximately $80,000 in annual revenue, via bookkeeping (25 clients)• Approximately $57,000 in annual revenue, via payroll (19 clients)• Approximately $9,300 in annual revenue, via consulting and Misc. • Approximately 492 individual tax returns with an average fee of $560 per return• Approximately 17 business tax returns with an average fee of $959 per return• Approximately 16 other tax returns with an average fee of $903 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other ... Less

• The owners are EAs• This practice was established in 2014• Software in use includes Lacerte• Approximately 545 individual tax returns with an average fee of $468 per return• Approximately 23 business tax returns with an average fee of $783 per return• Approximately 25 other tax returns with an average fee of $746 per return• Approximately $5,000 in consulting services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $183,000 (Proj. 2025)• Lease is month-to-month. Office space is small multi-tenant office building. ... Less

• The owner is a CPA only interested in selling to an equally licensed buyer• This practice was established in 1988• Software in use includes ProSystems FX, Workpapers CS, MS Office• Approximately 88 individual tax returns with an average fee of $2,995 per return• Approximately 55 business tax returns with an average fee of $8,010 per return• Approximately 20 other tax returns with an average fee of $5,900 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $505,336 (2024)• Lease is N/A. Office space is not offered with this sale. ... Less