Well-established bookkeeping, payroll, and tax practice for sale in the Pasadena, California region. The practice has family roots dating back more than 50 years and has operated under the current Seller for the past 25 years. The Seller is now preparing for retirement and is seeking a qualified successor who can preserve the long-standing client relationships, retain the experienced staff, and continue the practical, hands-on service model that clients have relied on for many years.

The practice generated approximately $901,622 in cash basis revenue in 2025, with anticipated revenue of approximately $1,000,000 for 2026. Based on the 2025 billed service breakdown, approximately $506k was generated from tax preparation, including 479 Form 1040 returns with an average fee of $665 and 130 entity returns with an average fee of $1,438. Additional revenue of approximately $577k was generated from approx. 90 bookkeeping and 24 payroll clients.

Client service is highly personal and operationally hands-on. For many bookkeeping and payroll clients, records are gathered in person, hard-copy books are exchanged, and prior-month financial information is reviewed directly with clients. Income tax clients also tend to prefer direct service, with approximately 50% coming in for appointments, 40% dropping off information, 5% mailing documents, and 5% sending information electronically. A younger generation of clients may be open to more technology, but the Buyer should be prepared to continue the current service style during the transition to support client retention.

This opportunity is best suited for an established bookkeeping, payroll, accounting, or tax firm with the staff, systems, and local management capacity to absorb a high-touch client base and experienced team. A Buyer located in or near Pasadena, Temple City, Arcadia, San Gabriel, Alhambra, or the broader San Gabriel Valley would likely provide the strongest transition.

The practice uses Drake for tax preparation, AME for payroll, CFS for sales tax and 571L filings, and internally developed bookkeeping processes. 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