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

LocationPriceGross RevenueNet + DiscretionaryTax Prep IncomeAccounting IncomeOther IncomeIndividual Average FeeEntity 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

LocationPriceGross RevenueNet + DiscretionaryTax Prep IncomeAccounting IncomeOther IncomeIndividual Average FeeEntity 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

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.