Practice Details: This well-established CPA firm has operated and grown for over 25 years thanks to intentional, client-focused management. The firm maintains an outstanding reputation, strong referral sources, and long-standing client loyalty. Located in an expanding economic corridor, the retiring owner has positioned the firm for continued growth under new ownership.

Financial Highlights

2025: Revenue: $565,570 Cash Flow to Owner: $307,260
2024: Revenue: $551,400 Cash Flow to Owner: $297,855
Revenue Breakdown:

Tax Preparation & Planning: 79% (Split 70% Indiv. / 30% Busin.)
IRS Resolution Services: 10%
Bookkeeping: 10%
Consulting and Business Formation: 1%
Staff: Owner (CPA, EA), 2 full-time employees (open to staying on board)

Facilities: Located along a well-traveled main street and surrounded by other prominent businesses. The office is a recently remodeled space and includes dedicated off-street parking.

Furniture and Equipment: Modern, networked computers and networked infrastructure, office equipment, and furniture.

Lease: Lease for renewal in Fall 2026

Software: QuickBooks, Lacerte, Canopy, Tax Tools, Microsoft 365

Transition Support: The owner is available and willing to offer post-sale support for a smooth transition.

CA DRE #02340613
Listing CA2631