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 revenue was $2,603,940 with a Seller discretionary net profit of $961,658. Revenue is generated from approximately 230 individual tax returns with an average fee of $2,921 and approximately 681 business entity returns averaging $2,372 per return. Additional revenue includes approximately $51,000 from reviewed financial statements, $121,000 from eight write-up clients, and $34,000 from consulting and planning services. Over 99% of clients submit information electronically via secure portal, with very few in person meetings. The Seller believes the best Buyer fit is an experienced CPA or CPA firm with a well-established tax department who can support existing staff and maintain service quality for clients. A CPA Buyer who will be present in the local office, or who will have a local CPA tax manager present to oversee staff is considered critical. The practice currently uses UltraTax along with other Thomson Reuters accounting, document management, and practice management solutions. 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