Established CPA tax and accounting firm for sale in Tarzana, CA. This firm is operated by two CPA sellers who both provide professional tax & accounting services to clients. The sellers are looking to reduce their workload and responsibilities in anticipation of retirement. Both Sellers are available and will assist with transition and one of the CPA sellers is open to working with the buyer, in a part-time or reduced capacity, for the next 1 to 2 years. The firm was established approximately 30 years ago and is primarily a general tax practice, with some accounting services and one compilation. The sale represents approximately 80% of the firm, as the Sellers are retaining a group of partnerships for whom one Seller is the managing partner.

Gross revenue included in the sale is approximately $572,000, generated from approximately 139 individual tax returns with an average fee of $1,390, 126 entity returns with an average fee of $2,721, and approximately $36,000 in accounting-related services. Approximately 20% of clients submit documents to the firm remotely, while 60% utilize mail, 10% drop off their documents, and 10% prefer to come into the office for an appointment.

The firm is operated from an office in Tarzana by two CPA partners and an Administrative Assistant. The office is located near the Woodland Hills border and may be available for the Buyer to rent if they are seeking a physical office in the area. The firm can also be relocated to the Buyer’s office, or another nearby location, ideally within approximately 10 miles. The Sellers believe the client base could transition well to a location approximately between Studio City and Westlake Village.

The Sellers are seeking a technically strong CPA Buyer who can deliver excellent client service and remain accessible to clients for many years to come. The ideal Buyer should have significant tax experience and be capable of taking over client relationships immediately upon closing.

The practice currently utilizes Lacerte for tax preparation, along with TimeSlips, QuickBooks Desktop, and various Microsoft Office programs. 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