CPA firm for sale in Riverside, CA. This firm was established by the Seller in 1999 and has been operating in its current location for the past 17 years. The CPA Seller is looking forward to eventual retirement but is available to continue working on a limited/part-time basis after closing if needed. There is currently 1 part-time yearly bookkeeper, 1 part-time seasonal general admin and 1 part-time seasonal admin in which are all thought to stay after the sale as needed. Typically, 85% of clients will drop off documents, 13% will mail in, while the remaining 2% remit their documents electronically. The current office is available to retain if Buyer chooses, or the practice can be relocated within a reasonable distance for best client retention. Firm provides tax services, bookkeeping, tax planning and 571L prep to multiple individuals and entities. The practice generates a gross revenue of $289k from 133 individuals with an average fee of $1,046, 27 entities (see breakdown below) with an average fee of $2,403, another $55k in bookkeeping services and $31k in tax planning and other related services. Firm currently uses Lacerte for tax preparation as well as 1099ETC, TaxTools, PC Software and QuickBooks. The clientele will transition best to an EA or CPA who has a strong background in tax that is well qualified, ethical and has a good personality. 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.





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 Revenue Breakdown:
3 - 1120 @ $1,751 avg. fee
15 - 1120S @ $2,744 avg. fee
3 - 1065 @ $2,922 avg. fee
5 - 1041 @ $1,785 avg. fee
1 - 709 @ $780 avg. fee

Bookkeeping Breakdown:
1 - Monthly Bookkeeping - $5,940
6 - Quarterly Bookkeeping - $32,615
1 - Yearly Bookkeeping - $3,765
Bookkeeping/Other - $12,561

Other Services:
Tax Planning and 571L Prep - $30,928

Total Anticipated 2023 Revenue included in Sale is $275,000.

All clients put down an initial deposit when submitting their information. Most clients will sign/pay the remaining balance in the same manner used for info submittal. Returns are not filed until full payment is received.

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 steve@atbcal.com.