Pt. Richmond

EA Firm for Sale in Richmond, CA. The Seller of this 100% tax firm is looking forward to retirement but will provide transition assistance and could potentially assist with return preparation through the next tax season. Gross revenue of $158k is derived from 160 Individual returns with an average fee of $699 and 32 Entities […]

Arcadia

CPA firm in Arcadia, CA for Sale. This well-established firm has been in the same location for the past 6 years. Firm’s current office suite is likely available to Buyer if desired or the firm can be relocated within the area. Firm currently operates using Lacerte Tax Software, Quickbooks, Tax Tools & TValue. 100% of […]

Sherman Oaks

Sherman Oaks Partial EA Firm for Sale. Seller is looking forward to retirement and phasing out the practice over a few years. Gross revenue included in sale is $128k and derived from 31 Bookkeeping clients with an avg. fee of $2,946, plus 24 Entity tax returns, 2 Exempt Org’s and 10 Individuals. (see below for […]

Culver City

CPA Firm for Sale in Culver City, CA. This firm is operated by the Seller with limited data entry & admin assistance. Clients are used to working remotely with the seller but keeping a local office, or utilizing the same co-working space as the seller, would be important for transition purposes. Firm gross revenue of […]

Santa Clara

Well established Enrolled Agent firm for sale in Santa Clara, CA. ref# SCL223. This firm was established in 1999. Seller is looking forward to retirement but is available to assist the Buyer for a few years after the sale, and/or based on the needs of the Buyer. The current staff includes 5 full-time employees and […]

Santa Ynez Valley

A road in the Santa Ynez valley with horses and trees.

Tax & Bookkeeping firm for sale in the Santa Ynez Valley region. Firm revenue of $1,067,148 includes approximately 860 Individual tax clients with an average fee of $575 plus 268 Entity tax clients along with Bookkeeping and Consulting Services (see breakdown below). Gross revenue breakdown is roughly 76% Income Tax Preparation, 15% Bookkeeping and 9% […]

San Diego (Mission Valley)

San Diego CPA firm for sale. Firm is located just east of Mission Valley and can be relocated or current office space can be leased to the Buyer. This prime solo practitioner firm has been in existence and in the same area for over 30 years. The Seller is looking forward to retirement but will […]

Los Angeles (Westside)

Los Angeles CPA Firm for Sale. This practice is home based and all clients are serviced remotely. The firm must be moved from its current home office and would best transition to another EA or CPA in the Los Angeles area. Firm provides tax and bookkeeping services with limited payroll for two clients. Gross revenue […]

San Jose II

Partial CPA firm in San Jose, CA for Sale. This well-established CPA firm is looking to reduce its individual client workload and focus on Business Entities with related owners and accounting services. The firm is trying to find a home for approximately $87,000-$100,000 worth of revenue from recurring clients. Firm is currently choosing clients and […]

Petaluma

Petaluma partial CPA Firm for Sale. Portion of firm for sale consists of long-term clients who the Seller needs to find a good home for moving forward. None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California. The clientele will transition best to a […]