CPA firm for sale in Loomis, CA. This firm was established by the Seller in the late 80’s and has been operating in its current location for 18 years. Gross revenue of $158k is derived from 302 individual returns with an avg. fee of $330 plus 42 entity returns with an avg. fee of $1,225 and $8k in revenue from 4 quarterly bookkeeping clients. The current office space is approx. 850 sq. ft. with 2 private offices, a lobby and restroom. The Seller believes that keeping the same office location will aid in client retention, but is not required. If the firm needs to be moved, keeping a location in the local region is recommended. The Seller is looking forward to retirement but is willing to stay for 1 tax season to assist with return preparation and help with transition, as needed. There is no additional staff. The clientele will transition best to an EA or CPA with a background in tax who will continue to care for the clients as the Seller has. Practice currently uses Lacerte for tax preparation as well as QuickBooks. 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

4 Quarterly Bookkeeping CLients with an avg. fee of $499 per qtr

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