SOLD 11/14/2025 – CPA firm for sale in La Mesa, CA. Ref# LAM125. This firm has served the greater San Diego area since 1991, and the Seller is now preparing for retirement. Approximately 35% of clients remit their tax documents electronically, 5% drop off, 50% mail in, and the remaining 10% come in for an appointment. The practice has been home-based in recent years and is fully portable — it may remain home-based or be moved anywhere within San Diego or south Orange County. The 2024 Gross revenue of $123k is derived from 106 Individual returns with an avg. fee of $812, 12 Entities (1120/1120S/1065) with an avg. fee of $1,791, 13 Trusts (1041) with an avg. fee of $1,591, plus additional revenue from 990 and Gift returns. The practice enjoys a high net profit and has no employees. The Seller is willing to assist the Buyer part-time for up to 1 year to support a smooth transition. Practice currently uses Lacerte software. The clientele will transition best to an experienced CPA or EA with strong tax expertise who is responsive, professional, and friendly.
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