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 $2,870,000+. Revenue is generated from 448 individual tax returns with an average fee of $1,707 and approximately 401 business entity returns averaging $4,022 per return. Additional revenue includes approximately $235,000 from 18 reviews and compilations, $255,000 from bookkeeping services, and $136,000 from consulting and planning services. Most clients submit information via mail or secure portal, with very few in-person appointments required. The Seller believes the best Buyer fit is an experienced CPA or CPA firm that can support existing staff and maintain service quality for clients. The Seller will not consider private equity Buyers seeking market expansion. A local office presence is considered critical, and the Seller strongly prefers a Buyer who will maintain a regular physical presence in the office. Practice currently uses Lacerte, along with OfficeTools, SmartVault and SurePrep for other services provided. 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