Westlake Village #WLV124

Westlake Village CPA Firm for sale. This firm has been in business since 1988 and the Sellers are ready to work less in anticipation of retirement. The Sellers are available to work with the Buyer on a part-time & remote basis after the sale, if needed, but there is no other support or professional staff. The practice has been operating in its current location for over 10 years and only see’s a handful of clients in the office. The firm can easily be moved to another office in the area or operated remotely throughout Los Angeles County. Approximately 50% of clients remit their documents electronically, while 40% mail-in, 5% drop-off and the remaining 5% like to visit for an appointment. The firm provides Review services and requires a CPA who can perform those services along with tax, accounting, bookkeeping, and limited payroll services to multiple individuals and entities. Practice gross revenue of $403k is derived from 137 Individuals with an average fee of $709, plus 132 Entities with an average fee of $1,137, 40 HOA Reviews with an avg. fee of $2,076, and annual accounting services (see below for additional details and breakdown). The firm uses Lacerte for tax preparation as well as QuickBooks & CFS. Sellers are looking for a CPA who is responsive, communicates clearly, and has a high level of tax experience.

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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

Entity Average Fee Breakdown:
86 - 1120/1120S @ $1,062 avg. fee
36 - 1065 @ $1,318 avg. fee
10 - 706/709 @ $1,130 avg. fee

Other Income:
42 HOA Reviews @ $2,076
Consulting - $1,800

Bookkeeping/Accounting Income:
Annual Accounting/Bookkeeping - $51,054
Payroll/Sales Tax/1099 - $16,053

Firm employs no staff
Practice can be moved and operated remotely but retaining a co-working space in the area would benefit clients who like to drop-off.

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.