Tax firm for sale in Sacramento, CA. This firm was purchased by the Seller in 2015 and has been operating in its current location for 7 years. The Seller usually visits the office once or twice a week for a total of 8 hours in order to complete some admin work, pay bills, make deposits and converse with employees. There is a full-time receptionist and 2 full-time CTEC preparers that work in the office, plus 2 full-time bookkeepers who work remotely. All employees are likely to stay on after the sale as needed. Approximately 50% of the tax clients come in for an appointment and retaining an office in the local area will help with client and employee retention. Firm provides accounting and tax services to multiple individuals and entities that includes food service, used auto sales and the roofing industry. Firm generates gross revenue of $539k from 452 individuals with an average fee of $501, 121 entities (see breakdown below) with an average fee of $860, another $202k in monthly bookkeeping services and $7k in other tax related services. Practice currently uses Drake for tax preparation as well as QuickBooks, ACT! and Microsoft Office. The clientele will transition best to someone with good business acumen who could be a CTEC, EA, Attorney or other related profession and be able to intelligently discuss client business along with taxes and portray good management skills. 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

Tax 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:
7 - 1120 @ $762 avg. fee
78 - 1120S @ $940 avg. fee
15 - 1065 @ $843 avg. fee
15 - 1041 @ $615 avg. fee
6 - 990 @ $598 avg. fee

Other Misc. Services - $6,629

Bookkeeping Services:
54 - Monthly Bookkeeping - $202,018

Seller is looking for an experienced CTEC, EA or CPA with a strong background in tax & accounting. The Buyer should be either a strategic Buyer or an active practitioner who can take over some tax work and increase margins. The successor will also need to be a great people person and a good manager to a congenial staff.

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