CPA firm in Arcadia, CA for Sale. This well-established firm has been in the same location for the past 5 years and can be kept in the same location or relocated within the current region. Firm currently operates using Lacerte Tax Software, Quickbooks, Tax Tools & TValue. 100% of clients will drop-off/email/upload their tax documents to the firm and out of those 75% will sign and complete the process virtually while 25% return to the office to pick up. Gross revenue of approximately $906,000 is derived from 1600 individual clients with an average fee of $337 and 512 Entities with an average fee of $659 (see breakdown below). This firm is best suited for a CPA who has an extensive Tax & Accounting background with experience in Trust Accounting. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.





Business Type

CPA Firm

Gross Revenue


Net + Discretionary


Tax Prep Income


Bookkeeping Income


Other Income


Individual Clients


Average Fee


Entity Clients


Average Fee


Revenue Breakdown

84% Tax Preparation
16% Bookkeeping/Payroll/Trust Accounting

512 Entities Breakdown:
43 - 1120 @ $697avg.
153 - 1120S @ $909avg.
91 - 1065 @ $687avg.
201 - 1041 @ $467avg.
19 - 990 @ $411avg.
5 - 709 @ $90avg.

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