CPA firm for sale in San Diego County, CA. This well-established and highly profitable practice has operated in the same location for the past 12 years. The sale includes the full practice, and the Seller is preparing for retirement once clients have been successfully transitioned. Ideally, the Seller would prefer not to handle any tax work this coming year but is open to assisting with Accounting & Attest work if the Buyer needs support. In 2024, the firm grossed approximately $1.38 million in revenue, generating $575k in net seller discretionary earnings from tax preparation and attest services. Revenue sources include 240 individual tax returns with an average fee of $475, approximately 52 business entity returns averaging $723 per return, 400 Form 1120-H returns with an average fee of $345, and CPA audits and reviews that bring in roughly $1,096,326 in revenue. Approximately 60% of individual clients remit their documents electronically, while 20% prefer in-person appointments, 10% drop off their documents, and the remaining 10% mail in their information. The firm operates out of a stand-alone building, which can potentially be leased to the Buyer if they wish to retain a physical location in the area. However, remaining in the current office is not required, as the practice can be easily relocated anywhere within San Diego County given the nature of the work performed. The firm is supported by an experienced team of six, most of whom are expected to remain on staff post-sale. This opportunity is well suited for a qualified CPA who is licensed to perform A&A services and who possesses strong client communication and management skills. Practice currently uses Ultra Tax, along with QuickBooks and Thompson Reuters Practice CS. 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