Petaluma partial CPA Firm for Sale. Portion of firm for sale consists of long-term clients who the Seller needs to find a good home for moving forward. None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California. The clientele will transition best to a CPA or EA with a background in tax & accounting. Gross revenue of $117,555 is derived from 152 individual returns with an avg. fee of $632, plus 17 Entities (see below for breakdown) with an avg. fee of $1,262. Practice uses CCH ProSystem fx tax preparation software. Much more information is available on the Practice Profile. Please follow the steps below to immediately download more information.

Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission. If you’ve already completed the Buyer Profile and NDA then you can log in using your email and password to download this profile.





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 Breakdown:
4 - 1120 @ $1,050 avg. fee per return
11 - 1120S @ $1,346 avg. fee per return
3 - 1065 @ $817 avg. fee per return

Seller has provided a specific list of individual and entity clients. Some of the businesses include Medical, Physician, Consultants, Media, Designers, Attorneys, Sales, Contractors, etc. Individual returns range from retired individuals to the self-employed.

Partial Practice
CCH Prosystem fx Tax Software
None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California

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