San Diego – Rancho Bernardo II

CPA Firm for sale in the Rancho Bernardo community of San Diego. This singe CPA firm has been in the community for approximately 20 years. Gross revenue of $430k is derived from 509 individual tax returns with an average fee of $569 and 91 Entity tax returns with an average fee of $1,474 (full breakdown below). Practice uses Lacerte, Quickbooks, ShareFile and Tax Tools. Office space may be assumable or firm can be moved to another location that is north of downtown San Diego. This firm is best suited to a CPA with great customer care skills and 15+ years of tax and accounting experience. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.




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 Breakdown:
6 - 1120 @ $1,192 avg. fee
61 - 1120S @ $1,763 avg. fee
14 - 1065 @ $1,271 avg. fee
14 - 1041 @ 543 avg. fee

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