Established CPA firm for sale in La Mesa, California. The practice was founded in 1992 and has built a long-standing presence in La Mesa. The Seller is preparing for retirement and is seeking to sell the full firm to the right successor who can maintain high-quality client service, client satisfaction, and continuity for both clients and staff. The Seller is willing to remain part-time after closing to help with transition and continue performing tax consulting, business development, or client service work, provided they are no longer responsible for managing the practice or team.

Gross revenue of approximately $465,000 is derived from approximately 255 Form 1040 returns with an average fee of $801, 84 entity returns with an average fee of $1,286, accounting and bookkeeping services of approximately $57,000, payroll services of approximately $15,700, and tax consulting, tax planning, and related services of approximately $80,000.

The client base is primarily tax-driven and includes approximately 340 total tax returns, with a meaningful concentration of individual Form 1040 work, small business Schedule C and Schedule E clients, entities, payroll, accounting, and tax planning. Client interaction is mixed and current, with approximately 50% of clients sending information electronically, 20% coming in for appointments, 20% dropping off documents, and 10% mailing information.

The practice operates from a central La Mesa Village office location. The Seller would like a Buyer who can preserve the firm’s reputation and continue providing attentive service, particularly for clients who value personalized support. This opportunity is best suited for a CPA or established CPA firm with strong tax, staff management, and advisory experience. A Buyer who can maintain a La Mesa area office, or another location within approximately 10 miles, would likely provide the strongest client retention.

The practice currently uses Lacerte, TaxDome, QuickBooks, Microsoft Office, Outlook, Word, and Excel. 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