SELLER VERY MOTIVATED! PRICE REDUCED!! CPA firm for sale in Atascadero, CA. This firm 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. Sales price of $400k is based on approximately $650k of gross revenue which is derived from 928 Individual returns with an average fee of $485 along with 187 Entities with an average fee of $835, 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 typical upscale tax practice that works with a variety of Individuals and Businesses in the local area. 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

928 - 1040 @ $485/avg.
17 - 1120 @ $1,088/avg.
70 - 1120S @ $1,190/avg.
25 - 1065 @ $880/avg.
75 - 1041 @ $432/avg.
11 - Monthly Bookkeeping @ $27,000/yr.
11 - Payroll @ $15,450/yr.

There is no professional staff associated with this group of clients. Buyer and staff will need to have excess capacity and the ability to prepare the returns for all the clients.

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