Steve Van Voorhis

Established CPA firm for sale in Folsom, California. This Firm was founded in 2011 and has operated from its current location for nearly 15 years. The Seller is seeking retirement but is willing to remain in a reduced role for a transitional period to ensure continuity for clients and staff. The firm is fully staffed, and the majority of employees are expected to remain post transaction. While the office may be relocated, maintaining a presence in the general Folsom area is recommended to support client retention. The client base is best suited to a CPA Buyer who can oversee Compilations and Reviews and who brings strong operational and management experience in addition to accounting and tax expertise. This is a full-service CPA firm providing high quality professional services that allow business clients to focus on revenue generation. Projected 2025 gross revenue is approximately $3million, with 2026 revenue estimated at ... 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 (see breakdown below), and $123k of accounting income from monthly/quarterly bookkeeping, payroll, and one annual compilation engagement. Approximately 35% of clients remit documents electronically, 25% by ... Less

CPA firm for sale in San Diego County, CA. This well-established and highly profitable practice has operated in the same location for the past 12 years. The sale includes the full practice, and the Seller is preparing for retirement once clients have been successfully transitioned. Ideally, the Seller would prefer not to handle any tax work this coming year but is open to assisting with Accounting & Attest work if the Buyer needs support. In 2024, the firm grossed approximately $1.38 million in revenue, generating $575k in net seller discretionary earnings from tax preparation and attest services. Revenue sources include 240 individual tax returns with an average fee of $475, approximately 52 business entity returns averaging $723 per return, 400 Form 1120-H returns with an average fee of $345, and CPA audits and reviews that bring in roughly $1,096,326 in revenue. Approximately 60% of individual clients remit their documents ... Less

EA firm for sale in Santa Ana. This firm primarily provides Tax and Bookkeeping services which are completed by the EA Seller and the Accounting Manager. The Seller has operated the practice for over 40 years and maintains a physical office in Santa Ana. The current shared office space may be available to the Buyer, or the firm can be relocated to another office in the vicinity. The Seller believes an ideal location for client retention would be in central Orange County, including Santa Ana, Irvine, Costa Mesa, Orange, or Anaheim. The Seller is looking for a successor to facilitate retirement, but is available to continue working during tax seasons through April 2027 if support is needed. Approximately 35% of clients submit their documents electronically, 30% by mail, 10% by drop-off, and 25% prefer in-person appointments. The gross revenue included in the sale, $618,000, is derived from 420 Individual tax returns with an ... Less

EA Firm for Sale in Fairfield, CA. This well-established firm is owned by an Enrolled Agent who is preparing for retirement and seeking a qualified Buyer. Ideally, the Seller would like to secure a successor before tax season to avoid working another busy season. While the Seller is unable to assist with tax preparation this coming season, the firm’s CTEC-licensed assistant is available to support the Buyer through 4/15 if additional preparation help is needed. This practice is built entirely on tax preparation services and has thrived through a strong reputation and long-standing client relationships, now serving second and third-generation families. The Seller’s top priority is finding a Buyer who will provide a stable home for the clients for years to come. Gross revenue of $129,000 is generated from 338 Individual tax returns with an average fee of $356, and 7 Trust returns averaging $1,300 each. The firm currently ... Less

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement and are offering the full firm for sale. The practice is located in a small community and, for confidentiality purposes, the exact location will remain undisclosed until an interested party has reviewed this full profile and expressed continued interest. While the Sellers are looking forward to retirement, they are happy to assist with the transition through the April 2026 tax season. The total number of hours and compensation for this support are negotiable based on the Buyer’s needs. Approximately 75% of clients drop off their information for professional services, 15% prefer in-person appointments, 2% mail in their documents, and the remaining 8% submit everything electronically. Most clients return to pick up and sign their ... Less

Well-established EA firm in Encino, CA for sale. Serving a loyal, long-term client base that includes many clients in the entertainment industry; the Seller is an experienced Enrolled Agent who enjoys the work but no longer wants to continue managing the firm and be solely responsible for operations. The Seller would like to continue working with the Buyer as needed on a flexible part-time basis. The annual gross revenue of $303,545 is 100% derived from income tax preparation services, consisting of approximately 243 individual tax returns at an average fee of $871, and 52 entity returns with an average fee of $1,762. Most clients work with the Seller remotely. Approximately 75% remit their documents electronically, while 20% provide their info on paper (by mail) or a mixture of paper and digital formats, and the remaining 5% come to the office to drop off their paperwork. Since client interaction is primarily remote, the ... 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. The firm was established by the Seller in 2000 and has operated in its current location for the past ten years. The office is situated in an upscale, single-story building with monthly rent of roughly $3,000. The lease may be assumable by the Buyer, if desired, or the practice may be relocated. Because most clients visit the office, keeping the practice within the general area would be ideal for client retention. Approximately 80% of clients come in for an appointment, 10% drop off their information, 8% mail in, and 2% submit documents electronically. Gross revenue of $359k is generated from approximately 185 individual returns with an average fee of $710, 53 entity returns with an average fee of $1,487, and roughly $150,000 from 17 audits, reviews, compilations, and minimal payroll services. The Seller is ready to ease into retirement but is open to continuing to work after the ... Less