Palm Desert #PAL125
EA firm for sale in Palm Desert, CA. Ref# PAL125 This firm has been in the Coachella Valley for the past 15 years and now the Seller would like to retire. Approximately 1/3 of the clientele remit their tax documents electronically, while 1/3 will drop-off documents, and the remaining 1/3 prefer to visit the office for […]
Burlingame #BLG124
CPA firm for sale in Burlingame, CA. Ref# BLG124 This well-established firm has been in its current location for the past 10 years and the Seller is ready for retirement. Approximately 50% of the clientele come in for an appointment, 25% mail in their information, 10% drop-off and the remaining 15% send their documents electronically. Retaining a […]
San Mateo #SMT124
EA firm for sale in San Mateo, CA. ref # SMT124. This well-established firm has been a part of the local community for over 30 years and the Seller is looking forward to retirement. However, the Seller is available to assist the Buyer with transition and may consider working part time this upcoming tax season, […]
Glendale
Well established EA firm that specializes in Client Accounting services for sale in Glendale, CA ref# GLE124. The seller is looking forward to retirement but is available to assist the Buyer with transition and able to continue working on a limited basis after the sale, if needed. The firm staff include 10 full-time employees, most […]
Carlsbad #CLD224
CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, it can also be relocated or operated virtually. Approximately 93% of clients remit their documents to the office electronically while the remaining 7% mail-in or drop off. […]
Carlsbad #CLD124
EA firm for sale in Carlsbad, CA. ref # CLD124. This firm has been in the Carlsbad area for many years and the Seller is looking forward to reducing their workload in anticipation of retirement. This sale represents a portion of the current firm, but the Seller is only retaining friends, family and those clients […]
San Jose
SOLD JANUARY 2025 – EA firm for sale in San Jose, CA. ref # SNJ124. This firm has been in the local area for over 30 years and the sellers are looking forward to retirement. Gross revenue of $234k is derived from approximately 153 individual returns with an avg. fee of $647, along with 24 […]
Encinitas
SOLD January 2025 – CPA firm for sale in Encinitas, CA. ref # ENC124. This firm was established in 2002 and has grown organically throughout the years. This practice is operated exclusively by the Seller, who is now ready for retirement, and has never utilized any employees or independent contractors. The practice is currently located in […]
Novato
SOLD SEPTEMBER 2024 – CPA firm for sale in Novato, CA. ref# NVO124. This firm was established by the Seller in 1994 and built by word-of-mouth over the years. The Seller is looking to retire and relocate but is available for transition, as needed. This is a home-based firm and therefore needs to be relocated to another […]
Torrance
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