Tax & Bookkeeping practice for sale in Tustin, CA. This firm has been in Tustin for over 30 years and in the same location for the past 6 years. The Seller is looking forward to retirement after a successful transition but is willing to assist the buyer on a limited basis afterwards too, if needed. Firm revenue of $174k is derived from 210 Individual clients with an average fee of $400 along with 46 Entities with an average fee of $876 and $50k of bookkeeping and consulting income (see below for breakdowns). Approximately 50% of clients remit their documents via mail/email/upload and the other 50% prefer to come in for an appointment. Practice currently uses ProSeries for tax preparation and Quickbooks for bookkeeping. The Seller is looking for an experienced tax preparer who will take care of the clients for years to come. 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

Tax 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:
5 - 1120 @ $720 avg. fee
28 - 1120S @ $1,000 avg. fee
13 - 1065 @ $670 avg. fee

Other Income Breakdown:
Consulting - $6,025
1099 Prep - $2,085

Bookkeeping Income = $41,870

Firm has no employees but uses a contract bookkeeper who may be willing to continue working with the buyer. See Practice Profile pdf for fees paid to bookkeeper in 2021.

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 steve@atbcal.com.