Rocklin (Placer County) California CPA Practice for Sale
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This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern cloud-based systems and services approximately 85–90% of its clients remotely, creating flexibility and scalability for a buyer.
Revenue Breakdown
• Approximately 31 bookkeeping clients generating $114,000 annually
• Approximately 93 consulting clients generating $24,000 annually
• Approximately 136 individual tax returns with an average fee of $521 per return
• Approximately 102 business tax returns with an average fee of $2,058 per return
• Approximately 20 additional tax returns with an average fee of $1,643 per return
Financial Overview
Projected 2026 annual cash flow is approximately $251,000, including owner salary and benefits, personal vehicles, and other discretionary or non-operational expenses.
Additional Information
• Lease in place through 12/31/2029
• Strong recurring revenue base
• Ideal opportunity for an individual practitioner or firm seeking a scalable, technology-driven practice with an established remote infrastructure
Revenue Breakdown
• Approximately 31 bookkeeping clients generating $114,000 annually
• Approximately 93 consulting clients generating $24,000 annually
• Approximately 136 individual tax returns with an average fee of $521 per return
• Approximately 102 business tax returns with an average fee of $2,058 per return
• Approximately 20 additional tax returns with an average fee of $1,643 per return
Financial Overview
Projected 2026 annual cash flow is approximately $251,000, including owner salary and benefits, personal vehicles, and other discretionary or non-operational expenses.
Additional Information
• Lease in place through 12/31/2029
• Strong recurring revenue base
• Ideal opportunity for an individual practitioner or firm seeking a scalable, technology-driven practice with an established remote infrastructure
About the Business
- Years in Operation
- 18
Listing Info
- ID
- 2506624
- Listing Views
- 230
Listing ID: 2506624 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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