San Luis Obispo

CPA firm for Sale in San Luis Obispo, CA. Firm is currently priced and offered for sale based on all Partners selling their interest in the business. This 3 Partner firm operates out of two office locations in the region. Each office can be relocated but should remain in their respective communities. Gross revenue of $1,565,000 is derived from approximately 1400 individual returns with an average fee of $479 along with 498 business returns with an average fee of $1,032 and $380k of bookkeeping/tax planning & consulting (see breakdowns below). Sellers are available for transition assistance and could potentially continue with the firm, in a limited basis, for a short period of time. Firm uses Lacerte & Quickbooks. Approximately half of the clients drop-off/mail or electronically remit documents while the other half likes to come in for an appointment. The clientele will transition best to a CPA or an EA that has a background in Tax & Accounting. 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

1040 - 1389 @ $479 avg fee.
1120 - 29 @ $1,252 avg fee.
1120S - 235 @ $1,412 avg fee.
1065 - 118 @ $827 avg fee.
1041 - 116 @ $416 avg fee.
990 - 26 @ $196 avg fee. (Most are small non-profits completed pro-bono)

Payroll - 34 Clients & Total Revenue = $48,550
Bookkeeping - 33 Clients & Total Revenue = $106,800
Consulting, Tax Planning & Misc. Income = $224,775

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