Established tax preparation practice for sale in Galt, California. The firm was founded in 2000 and has operated from the same location for more than 25 years. The practice is owned and operated by a CTEC-registered tax preparer who is preparing to retire. This is expected to be a full practice sale.

2026 revenue is estimated at approximately $265,000, based on activity consistent with 2025, when gross revenue was approximately $261,159. Revenue is derived almost entirely from individual income tax preparation, with a small number of fiduciary returns. In 2025 the practice prepared 740 individual returns at an average fee of approximately $336 and 12 fiduciary returns at an average fee of approximately $1,050. Revenue through June 2026 was approximately $180,665, ahead of approximately $169,334 for the same period in 2025, an increase of approximately 7%.

The practice is operated by the Seller with a long-tenured office administrator and three front office staff, all part-time. The Seller personally prepares the returns and meets with clients. The Seller has indicated a willingness to remain available to the Buyer through the coming tax season, supporting client introductions and an orderly transition. Client relationships are personal and long-standing. This opportunity is best suited for a CTEC-registered preparer, EA, or CPA with strong individual tax preparation experience and the capacity to serve a high-volume, appointment-based client base. The Buyer does not need to be located in Galt, provided the office location is retained for in-person document drop-off and pickup, with staff being utilized to facilitate an out of area tax preparer operating remotely.

The firm currently uses Lacerte & Microsoft Office. It has a paper-based workflow with no client portal or e-signatures. 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 and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824