CPA firm for sale in Placentia, CA – ref# PLA124. The 2 Partners selling this firm are looking forward to retirement but are willing to stay up to 1 year, part-time, to ensure a smooth transition. There are currently 1 part-time employee and 4 full-time employees. It is unknown at this time if these employees are likely to stay after the sale. Approximately 1% of clients come in for an appointment, 1% will drop off, 93% mail-in while the remaining 5% will remit their documents electronically. The current office space, owned by the Sellers, and may be leased for up to 1 year, possibly longer if the Sellers are agreeable to it. Should the Buyer choose to relocate, it is advisable the new location should be kept within a reasonable distance of its current location for best client retention. In 2023, the practice generated a gross revenue of $1.09M from 59 Individuals with an average fee of $6,123 and 96 Entities with an average fee of $6,632 , with $97k in other services provided that are not billed with tax preparation (see breakdown and more info below). Practice currently uses ProSystem fx for tax preparation as well as Accounting CS, Practice CS, and CFS Tax Software. The clientele will transition best to an experienced CPA with a proven background in tax & accounting and should have experience in sophisticated tax resolution, tax planning and estate planning. 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


Accounting Income

Other Income


Individual Clients


Average Fee


Entity Clients


Average Fee


Revenue Breakdown

Entity Revenue Breakdown:
1120 - 5 @ $10,041 avg. fee
1120S - 4 @ $4,566 avg. fee
1065 - 37 @ $8,295 avg. fee
1041 - 44 @ $4,904 avg. fee
990 - 6 @ $7,581 avg. fee

Other Services = $96,968
*Other Services includes projects not billed with tax preparation. This includes consulting, trustee transfers, and transition of client groups to another accounting firm. Also included are payroll services provided to 2 clients and court accounting for trusts.

Firm provides tax services that include check writing, bill paying and bookkeeping. The clientele consists of real estate partnerships, trusts, high net worth individuals and some small businesses.

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