Established CPA firm with a book of tax clients for sale in Carlsbad, California. The practice is operated primarily from a home office, with a local Carlsbad workshare office used for client drop-offs, pick-ups, and limited appointments.

Approximately 72% of clients submit documents electronically, 16% drop off documents, 7% mail information, and 5% come in for appointments. Most client meetings are handled by phone or video conference, and approximately 99% of clients sign electronically.

Projected 2026 revenue included in the sale is approximately $125,349, generated from 148 total tax clients. The client base includes approximately 133 individual Form 1040 clients with an average projected fee of $826, along with 9 S corporations, 3 partnerships, and 3 fiduciary returns with average fees of $1,030.

This opportunity is well suited for a local CPA or EA seeking a manageable North San Diego County client book with a largely electronic workflow and strong client continuity. The clients will likely transition best to a Buyer who is approachable, personable, and able to keep the process straightforward and accessible.

The practice currently uses Lacerte for tax preparation. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff & financials.

Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824