Studio City

EA & CFP Firm for Sale in Studio City, CA. ref# STC123. This firm was established by the Seller in 1984 and has been operating in its current location for 39 years. The Seller is looking forward to retirement but is willing to stay for 1 tax season to ensure a smooth transition. The office space is situated in an upscale professional building close to most of the major studio lots. Due to the type of clientele serviced, the Buyer should retain an office in the same general area if the current location is not assumed. Currently, all clients either drop off or mail in their documents to the office. The Seller, and the clientele, are open to exploring new methods of document submission and retrieval, however, a local, physical presence will need to be kept as much of the clientele work in the nearby studio lots in film and TV production on both sides of the camera. Practice generates a gross revenue of $879k from 516 Individuals with an average fee of $784, plus 102 Entities with an average fee of $1,867 (see breakdown below), $75k of Bookkeeping & Payroll and $209k in Investment Commissions. Practice currently uses Lacerte for tax preparation as well as CFS Tax Tools and QuickBooks. The clientele will transition best to an EA or CPA who is a CFP, or similar, with a Series 6 license. They should have a strong background in tax and accounting along with good people skills, investment experience, and knowledge of the entertainment business (specifically film production nuances). Much more information is available on the Practice Profile, including staff info. 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

EA 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:
1120 - 16 @ $1,622 avg. fee
1120S - 79 @ $1,953 avg. fee
1065 - 4 @ $2,022 avg. fee
1041 - 2 @ $675 avg. fee
709 - 1 @ $723 avg. fee

Accounting/Bookkeeping Services:
20 - Payroll (all after the fact of 1x annual) = $13,000
40 - Bookkeeping Clients = $62,000

Other Income:
Investment Commissions - Series 6 License - $209,489

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