Step toward your future
We’re Here to Help — No Pressure, Just Insight.
Don’t wait until the end of the year to start the process. Whether you’re planning to sell your firm or looking to acquire one, it takes time to find the right match. We’re here to help you prepare, plan, and move forward with confidence.
SBA and conventional financing options remain strong for qualified buyers, and most firms continue to sell above 1x gross revenue — often without the need for substantial seller financing. Contact us today to learn about current market trends and what’s happening in your region.
At ATB, we don’t believe in high-pressure tactics. We believe in fit. The best outcomes happen when the right buyer meets the right firm — and when both parties feel respected and aligned. Our goal is to guide both sides through a smooth, collaborative process that benefits everyone, especially your clients.
Call us at (855) 428-2225 for a no-obligation conversation about your goals and how we can help.
ATB is the practice Broker with the most in-depth tax & accounting industry experience
Current Tax & Accounting Firms for Sale
Last Updated: June 21, 2025
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Accounting Income | Other Income | Individual Average Fee | Entity Average Fee |
|---|---|---|---|---|---|---|---|---|
| Burbank #BUR125 | $825,000 | $824,031 | $263,261 | $190,431 | $106.684 | $526,916 | $654 | $994 |
| Huntington Beach #HTB124 | $500,000 | $457,150 | $181,692 | $365,483 | $115,732 | - | $726 | $1,565 |
| La Mesa #LAM125 | $155,000 | $123,262 | $98,267 | $123,262 | - | - | $812 | $1,822 |
| Palm Desert #PAL125 | $160,000 | $142,233 | $113,651 | $137,288 | $4,522 | - | $318 | $1,041 |
| San Mateo #SMT125 | $450,000 | $360,128 | $240,736 | $349,428 | - | $10,700 | $1,712 | $1,705 |
| Santa Clara #SCL125 | $550,000 | $394,665 | $243,131 | $170,094 | $71,800 | $152,765 | $2,958 | $4,869 |
| Santa Maria #SAM125 | $695,000 | $630,788 | $349,962 | $288,500 | $341,500 | - | $681 | $1,544 |
| Westlake Village #WLV125 | $320,000 | $246,082 | $246,082 | $246,082 | - | - | $1,776 | $1,732 |
Sale Pending
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Accounting Income | Other Income | Individual Average Fee | Entity Average Fee |
|---|---|---|---|---|---|---|---|---|
| Burlingame | $525,000 | $450,000 | $295,000 | $379,760 | $80,040 | $1,383 | $2,051 | |
| Carlsbad | $325,000 | $257,311 | $124,827 | $200,535 | $56,776 | $904 | $2,265 | |
| Fresno | $425,000 | $353,381 | $208,501 | $221,252 | $1,747 | $130,382 | $727 | $1,244 |
| Irvine | $200,000 | $161,123 | $138,192 | $79,207 | $81,917 | $722 | $1,074 | |
| Pasadena | $1,250,000 | $907,063 | $265,054 | $464,223 | $49,467 | $367,365 | $2,641 | $4,027 |
The Difference with ATB is Clear
- Tailored-to-You Experience from List to Close
- Full-Service CA Business Broker EXCLUSIVE to the Accounting & Tax Industry
- Keep your proprietary information confidential
- Access to Qualified & Serious Buyers
- ATB is operated by Industry professionals with over 60 years of practice operations experience
- Serving California Sellers to provide in-depth regional expertise while maintaining a nationwide network of qualified buyers.
Looking to sell your CPA or tax practice in California? We make it easier — and more personal.
Accounting & Tax Brokerage (ATB) is a full-service business brokerage firm dedicated exclusively to the Accounting and Tax industry. Whether you’re preparing for retirement, scaling back, or simply exploring your options, we’re here to guide you through a smooth, confidential transition.
ATB is owned and operated by seasoned tax professionals with over 60 years of combined experience in private practice. We don’t just understand practice sales — we understand your business, your clients, and the legacy you’ve built.
Our goal is simple: to help you sell your accounting firm to the right buyer — someone who will preserve your client relationships and continue your legacy of service.
We look forward to working with you
Take a moment to explore our website. Under the Buyer tab, you can view our current listings and instantly download detailed Practice Profiles by completing the simple online Buyer Profile & NDA.
You’ll also find helpful resources about the buying and selling process, learn more about our team and experience, and read testimonials from past clients who’ve successfully bought or sold their accounting or tax firms with our help.
Please feel free to call or email us anytime with questions at (855) 428-2225 or via any email address on our Contact page.
