Contact Broker
Escondido, California
About the Company
Accounting & Tax Brokerage
Broker Biography
Introduction
Accounting & Tax Brokerage (ATB, Inc.) specializes exclusively in the sale and acquisition of accounting and tax practices throughout California. With decades of real-world experience in private practice, tax office management, and transaction coordination, we understand not only the business side of a firm, but also the personal significance of making the right transition.
ATB, Inc. takes a thoughtful, relationship-driven approach to every transaction. Rather than simply connecting buyers and sellers, we bring together the right parties through a structured, confidential process designed to protect sensitive information and support a smooth, well-managed engagement from initial conversations to closing.
Serving firms across California, ATB, Inc. offers deep regional insight, longstanding industry relationships, and a strong presence in the tax and accounting community. We maintain that presence year-round, connecting with buyers and sellers at conferences and industry events statewide, including those hosted by Spidell, CalCPA, AICPA, IRS, CSEA, and CSTC.
We understand what matters most to both practice owners and buyers, including preserving client relationships, honoring the legacy of a business, and creating the right path forward for the future. Whether you are preparing to sell a practice or looking to acquire one, ATB, Inc. provides experienced guidance, personalized attention, and end-to-end transaction support at every stage.
If you are considering your next step, we welcome the opportunity to speak with you confidentially at www.ATBCAL.com.
(855) 428-2225
ATB, Inc. CA DRE 02002824
Services Provided
Accounting & Tax Practice Sales
Areas Served
Licensed In
- California — License number 02007938
Professional Affiliations
NAEA, CSEA, CSTC, NATP
Business For Sale Listings
Cash Flow: $208,971
Los Angeles, CA
View Details Los Angeles CPA Firm for Sale
Established CPA firm with a book of clients for sale in Los Angeles, CA. The Seller is looking to reduce their workload in anticipation of eventual retirement. The Seller is retaining one major client group in order to continue working on a limited basis; however, the Seller will provide a non-compete and does not plan to take on any new business after the sale.The firm is currently located in the Wilshire Corridor. Approximately 99% of the work is completed remotely, either by mail or digitally, with only about five or six clients coming into the office. Although the firm is primarily remote, the Buyer should retain a location in the Los Angeles area to accommodate the limited number of in-person clients and to support retention after the sale. The Seller is available to provide transition assistance after the sale.This opportunity is well suited for a CPA or small CPA firm seeking to expand in the Los Angeles market. It is Less
Cash Flow: $187,645
Vista, CA
View Details Vista CPA Firm for Sale
Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with workload, client transition, and overall continuity.The Gross revenue of approximately $268,000 is generated from 294 individual 1040 clients with an average fee of $529, plus 100 entity tax returns with an average fee of $1,130 (See breakdown below). Seller discretionary earnings are approximately $187,000 after adjusting for rent, due in part to the low overhead structure of the firm.Approximately 40% of clients submit documents electronically, while 30% drop off their documents, 25% come in for appointments, and 5% mail in their information. Client interaction is typically handled by phone, email, and sit-down appointments. The firm is currently located in Vista, CA, and the office space may be available for the Buyer to assume if Less
Cash Flow: $448,819
Los Angeles, CA
View Details Los Angeles CPA Firm for Sale
CPA firm for sale in Century City, Los Angeles, CA. This is a complete sale of the firm; however, the Seller would like to continue working with the Buyer on a part-time basis (2–3 days per week) to assist with workload and client transition prior to full retirement. The Seller primarily provides tax compliance services and high-level tax consulting to individuals and businesses for complex tax return filings, combined with year-end adjustments to ledgers and limited after-the-fact payroll services.Approximately 80% of clients interact with the Seller electronically, while 15% drop off materials at the Seller’s office and the remaining 5% typically mail in their information. Gross revenue of approximately $511k is derived from 46 individual tax returns with an average fee of $5,225, 51 entity tax returns with an average fee of $5,305 and an additional $6,280 in Tax Consulting. Additional services, including two after-the-fact Less
Cash Flow: $474,393
San Diego Co., CA
View Details North San Diego County CPA Firm for Sale
Established CPA firm for sale in North San Diego County, CA Ref# SAN126. This highly profitable, home-based CPA practice offers a unique opportunity to acquire a specialized nonprofit audit and tax niche from a retiring CPA who is seeking a qualified successor to assume responsibility for clients immediately following the close of sale. The practice serves approximately 65 clients, most of whom have been with the firm for five years or longer.The current client list reflects approximately $608k in annual billings; however, due to the timing of work completion and billing practices, recognized revenue was $528,629 in 2025. The Seller estimates gross income of approximately $550k for 2026. Revenue is generated primarily from nonprofit audits, nonprofit tax returns, and a small number of review engagements, including approximately 56 entity tax returns with an average fee of $1,371, approximately 41 audits with an average fee of Less
Cash Flow: $1,041,658
Los Angeles, CA
View Details Los Angeles - Wilshire CPA Firm for Sale
Established CPA firm for sale in Los Angeles, California. This firm was founded in 1985 and has operated from its current location for nearly 17 years. The Seller is seeking eventual retirement but would like to continue working with the Buyer on a part time basis for the next two to three years. The firm is fully staffed, and are expected to remain post transaction. The Seller, staff, and clientele can easily relocate to the Buyer’s office, or there is office space available to rent in the current office building. Maintaining a presence in the Los Angeles region of Wilshire Blvd. is recommended to support client and staff retention. The client base needs a CPA Buyer who brings strong operational and management experience in addition to extensive 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. 2025 gross Less
Cash Flow: $181,306
Kern Co., CA
View Details Bakersfield Region CPA Firm for Sale
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
Cash Flow: $360,393
Encino, CA
View Details Encino CPA Firm for Sale
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
Cash Flow: $181,306
Kern Co., CA
View Details High Desert CPA Firm for Sale
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



