Laguna Hills

CPA firm for sale in Laguna Hills, CA. This firm was established by the Seller in 1992 and has been operating in its current location for 8 years. The Seller will work, on a limited basis, for one tax season to ensure a smooth transition. There are 2 full-time tax preparers; the first would like to remain full-time, while the other would like to work part-time, in a remote capacity. Approximately 25% of clients remit their documents electronically, 30% mail-in, 30% drop off, and the remaining 15% of clients like to come in for an appointment. Firm provides accounting and tax services to multiple individuals and entities, including a financial advisor, a construction company and a fertilizer company that require consulting at a high level. Firm generates gross revenue of $558k from 390 Individuals with an average fee of $570, 76 Entities (see breakdown below) with an average fee of $1,725, and another $34k in Accounting services, $128k in Consulting and tax related services, and $44k in other business related services that are provided to clients. Practice currently uses Lacerte for tax preparation as well as QuickBooks and SmartVault. The clientele will transition best to an EA or CPA with a strong background in tax and who is personable, competent and understands the value of timeliness. 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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Sale Pending

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

390 - 1040 @ $570 avg. fee
10 - 1120 @ $2,037 avg. fee
23 - 1120S @ $2,158 avg. fee
13 - 1065 @ $1,697 avg. fee
30 - 1041 @ $1,302 avg. fee

Other Tax Services:
Tax Audit/Notices - $3,758
Tax Projections - $6,014
Amended Tax Returns - $12,257
General Consulting - $105,593

Accounting Services - $33,554

Other Services - $43,670
Other services include W-2’s, 1099’s, 571-L, sales tax, miscellaneous business filings (LLC’s etc.),contract fees and other miscellaneous services.

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