San Jose II

Partial CPA firm in San Jose, CA for Sale. This well-established CPA firm is looking to reduce its individual client workload and focus on Business Entities with related owners and accounting services. The firm is trying to find a home for approximately $87,000-$100,000 worth of revenue from recurring clients. Firm is currently choosing clients and current list totals $87k of revenue from 68 Clients with an average fee of $1,290 each (see breakdown below). Client count is flexible depending on buyer’s capacity. Firm currently operates using Lacerte Tax Software. These clients have not been seen in person and are used to completing their tax returns digitally. This firm is best suited for an EA or CPA that has experience working on complex individual returns.

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.





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

1 - 1041 @ $1,908
2 - 1065 @ $1,586
1 - 1120S @ $2,099
64 - 1040 @ $1,258

Lacerte Tax Software

Partial CPA firm in San Jose, CA for EA or CPA. These clients have not been seen in person recently and are very comfortable completing their tax returns digitally.

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