Santa Barbara

CPA firm for sale in Santa Barbara, CA. The Seller of this sole proprietor CPA firm would like to retire and work less starting ASAP. The practice is located just minutes from historic downtown Santa Barbara with easy access to the 101 Freeway. The office space can be retained by the Buyer, or the office can be moved to another location in the local community. Other than the Seller, the firm is currently operating with 2 full-time year round employees and 1 seasonal part-time employee. All are likely to stay after the sale. Approximately 20% of clients will come in for an appointment, 20% will drop off, 20% mail in and 40% will remit their documents electronically. This firm provides Bookkeeping, Payroll, Accounting and Tax Services to multiple individuals and entities. The gross revenue of $523k is derived from 457 Individual tax returns with an average fee of $520, plus 144 Entity returns (see breakdown below) with an average fee of $845, $152k of bookkeeping & payroll and $12k in other provided services. Practice currently uses Lacerte for tax preparation as well as QuickBooks & SmartVault. The Seller is looking for an experienced CPA or EA with a substantial background in tax and accounting that can give personal service to the clientele. 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 Average Fee Breakdown:
52 - 1120/1120S @ $1,201 avg. fee
57 - 1065 @ $666 avg. fee
25 - 1041 @ $578 avg. fee
7 - 990 @ $764 avg. fee
3 - 709/706 @ $500 avg. fee

Bookkeeping/Payroll Services Breakdown:
Monthly Bookkeeping & Payroll Processing - $117,975
Payroll Prep - $33,535

Other Services Breakdown:
Consulting - $4,500
Tax Planning - $2,290
Cloud Computing Fee - $5,440

Firm provides Bookkeeping, Payroll, Accounting and Tax Services to multiple individuals and entities. For bookkeeping, the firm provides both full service and reconciliation only services. The 10-15 full-service bookkeeping clients are provided with full-service accounting, including paying bills and posting deposits. The 10 reconciliation only bookkeeping clients write their own checks, make their own deposits and remit their monthly bank statements for staff to enter into QuickBooks.

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