CPA firm for sale in Folsom, CA. This firm was originally established in 2011 and has been in the current Folsom office for the past 11 years. The Seller is looking forward to retirement but will provide transition assistance after the sale. Seller is also willing to continue working after the sale as well, in a reduced capacity, and as needed by the Buyer. Most clients will remit their documents by mail, electronically or drop off, however approximately 30% like to come in for an appointment. Gross revenue of $2,000,000 is derived from approximately 800 Individual returns with an average fee of $900 along with 397 Entities with an average fee of $2,615, plus $115k in CFO/Controller Service, $148k in CPA Audit & Review services and roughly $7,500 in payroll services. The current office lease expires in April 2023 and the space can likely be retained by the Buyer, or the firm can be moved to another office. Retaining a space in the local area will be beneficial to maximize client retention. Firm uses Lacerte along with OfficeTools, SurePrep & SmartVault. The Seller is looking for a CPA with a strong tax planning background and knowledge of contractor accounting is a plus. 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.

If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.





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

Entity Average Fee Breakdown:
49 1120 $3,450 $169,050
179 1120S $2,750 $492,250
97 1065 $2,550 $247,350
88 1041 $1,000 $88,000
5 990 $500 $2,500
3 706 $10,000 $30,000
6 709 $1,500 $9,000

Accounting & Other Service Revenue Breakdown:
CFO/Controller Services - $115,000
13 x Audits & Reviews - $147,955
15 x Payroll Clients w/ avg. of 3 payees per client - $7,500

10% of clients drop off their work paper,
20% remit electronically,
40% mail-in documents, and
30% like to come in for an appointment

Please complete the Buyer Profile and NDA to instantly receive additional information. Once the webform has been submitted you will be redirected to webpage where you can download the Practice Profile pdf for any practice(s) you are interested in. If you previously submitted a buyer profile and NDA with us you can resubmit to be added to our new download system, or contact us for the Practice Profile. You can come back anytime to log in with your username and password and download additional practice listings. Please contact us at (855) 428-2225 or via email at