Los Gatos

CPA firm for sale in Los Gatos, CA. This Partnership was established in 1985 and has been operating at its current location for over 13 years. The Sellers are looking forward to retirement but are willing to stay on as needed to ensure a smooth transition. The firm is currently operated solely by the Sellers with no additional staff. The office space will need to remain where it is as the office is ideal for the type of client base that is to be retained. Approximately 3% of clients currently come in for an appointment while 10% drop off documents and the remaining 87% either mail-in or remit electronically. This firm provides bookkeeping, accounting and tax services to multiple high net worth individuals and entities. The gross revenue of $275k is derived from 75 Individual tax returns with an average fee of $1,515 plus 33 Entity returns with an average fee of $2,122 and $91k of monthly and year-round bookkeeping. Practice currently uses Lacerte for tax preparation as well as QuickBooks, Timeslips, and BNA Software. The Seller is looking for an experienced EA or CPA with a strong, established background in tax preparation and accounting work while being able to exhibit sincerity as well as a personal touch with the client’s affairs. 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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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:
2 - 1120 @ $2,348 avg. fee
3 - 1120S @ $2,547 avg. fee
16 - 1065 @ $3,096 avg. fee
9 - 1041 @ $661 avg. fee
3 - 709 @ $733 avg. fee

Accounting/Bookkeeping Services Breakdown:
14 Monthly Accounting/Bookkeeping Clients - $85,905
7 Annual Accounting/Bookkeeping Clients - $5,087

The firm provides bookkeeping, accounting and tax services to multiple high net worth individuals and entities, including a few professional athletes. This could be a great opportunity for the right Buyer.

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 steve@atbcal.com.