CPA firm for sale in Atascadero, CA. This firm, owned by 3 Partners, was established by the Sellers in 2005 and has been operating in its current locations for 10 years. Listed price is based on partial sale. Gross carve-out revenue of approximately $700k is derived from 945 Individual returns with an average fee of $377 along with 211 Entities with an average fee of $740, plus 11 Bookkeeping clients for $27,000/yr, and 11 Payroll clients for $15,450/yr. Firm is relocatable but should stay in the general area for client retention purposes. Practice currently uses Lacerte for tax preparation as well as QuickBooks. This is a “general business practice” meaning they work with a wide range of business and personal clients. The clientele will transition best to a CPA or an EA who should be knowledgeable in all aspects of taxation, able to communicate clearly with clients and be willing to assist in financial guidance, both personal and professional. Much more information is available on the Practice Profile. Please log-in to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.

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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

945 - 1040 @ $477/avg.
17 - 1120 @ $1,088/avg.
72 - 1120S @ $1,157/avg.
29 - 1065 @ $759/avg.
78 - 1041 @ $415/avg.
15 - 990
11 - Monthly Bookkeeping @ $27,000/yr.
11 - Payroll @ $15,450/yr.

990’s have been mostly Pro Bono (community service) work to give back to the community. Most 990's are small and/or PTA’s for local schools. Listed price is based on partial sale. Ideally, the sale of clients consists of a carve-out of about half of the clientele, but Sellers may be open to sale of entire practice.

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