Pleasant Hill

CPA firm for sale in Pleasant Hill, CA. This practice retains a physical office in Pleasant Hill, CA but the owner and professional staff work mostly virtually (see full Practice Profile for details). The Seller is looking forward to retirement but is available for transition assistance and can help with the workload on a limited basis for the next year, if needed. Office staff also includes 2 CPA’s and an Office Manager. Approximately 81% of the clients provide tax documents electronically, while 2% mail-in, 5% drop-off and 12% (50 clients max) prefer to visit the office for an appointment. The firm only provides tax related services including Individual tax preparation, all types of entity tax preparation, tax planning & tax consulting. The practice can be relocated to the Buyer’s office, a new office location, or a co-working space in the local area. Firm generates gross revenue of $658k from 264 Individuals with an average fee of $1,474, plus 153 Entities with an average fee of $1,757. Practice uses Lacerte for tax preparation and Office Tools. The clientele will transition best to an EA or CPA who can handle complicated individual & trust tax returns all while continuing to provide excellent customer service . 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.

If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.




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

Entity Average Fee Breakdown:
1120 - 12 @ $2,214 avg. fee
1120S - 29 @ $2,260 avg. fee
1065 - 43 @ $2,987 avg. fee
1041 - 58 @ $814 avg. fee
990 & 990N - 2 @ $520 avg. fee

Firm Staff includes Seller CPA, 2 Remote Staff CPA's, and local Office Manager

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