CPA firm for sale in Pleasanton, CA. This Sole-Proprietor firm was established by the CPA Seller in 2012 and has been operating in its current location for 4 years. Practice listed price is based on a partial sale of clients to reduce the Seller’s current workload. Gross revenue of $61k is derived from 57 Individual returns with an average fee of $828, 8 Entities with an average fee of $1,222 as well as 1 annual Bookkeeping client totaling $4,454/year. Firm is relocatable but should stay in the general area for client retention purposes. Clients are 85% drop-off/mail in/electronically upload their documents and 15% come in for an appointment. The clients will transition best to an experienced CPA or EA with a background in tax & accounting. Practice currently uses Lacerte, Lacerte Tax Planner and Holistiplan for tax preparation as well as QuickBooks, Microsoft Office, and TaxInterest. 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

57 - 1040 @ $828/avg.
1 - 1120 @ $700/avg.
4 - 1120S @ $1,675/avg.
2 - 1041 @ $488/avg.
1 - 709 @ $1,400/avg.

Annual Bookkeeping:
1 - $ 4,454/yr

Seller maintains a virtual office space which includes a conference room to meet with clients as needed. The virtual office leased by the Seller is assumable for $199/month but there may be other office arrangements available in the professional building currently retained by the Seller. Keeping the current work space is not necessary, but maintaining a location within a reasonable distance for clients to travel is ideal. Also, no staff is included in the sale of this partial book of business.

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