Santa Clara II

CPA firm for sale in Santa Clara, CA. This Sole-Proprietor firm was established in 1982 and has been operating from the Seller’s home office for the last 3 years. The Seller is looking forward to retirement but is willing to assist the Buyer for the first tax season, if needed. Approximately 70% of clients electronically remit their documents, while 15% mail and the remaining 15% drop off their documents at the Seller’s office for return completion. The firm needs to be relocated but can be operated from anywhere in the local area, as the Seller has not performed any face-to-face meetings over the past three years. This practice provides tax preparation, bookkeeping and consulting services to a variety of clients. This is a completely digital office that does not retain any documents on paper any longer. Practice generates gross revenue of $84k from 132 Individuals with an average fee of $402, plus 12 Entities with an average fee of $1,640 (See Breakdown Below), and $11k from bookkeeping/consulting services. Practice currently uses ProSeries for tax preparation as well as QuickBooks for accounting. The seller is currently at his desired capacity and turns away new clients, but those referrals could be an opportunity for growth to the future owner. The clientele will transition best to an EA or CPA with a background in tax, good interpersonal skills and solid business and forecasting 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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Sale Pending

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:
3 - 1120 @ $2,377 avg. fee
4 - 1120S @ $1,789 avg. fee
2 - 1065 @ $848 avg. fee
3 - 1041 @ $1,230 avg. fee

Bookkeeping Income Breakdown:
2 Monthly Accounting Clients
1 Quarterly Accounting Client

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