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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: $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: $958,358
Folsom, CA
View Details Folsom CPA Firm for Sale
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
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: $575,117
San Diego, CA
View Details San Diego County CPA Firm for Sale
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
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
Cash Flow: $172,458
Fresno, CA
View Details Fresno CPA Firm for Sale
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



