CPA Firm in Woodland, CA for Sale. This well-established and highly regarded firm has been in the Sacramento region for over 20 years. Firm performs a variety of services from Tax Preparation to Write-Up, Reviews, Compilations and Audits. The clientele will transition best to a CPA who will keep an office in the local community. Sellers are looking to retire but a couple of the Partners are willing to remain on staff for a couple years to assist with the workload and transition. Gross Revenue of $1,624,000 is derived from 930 Individual Clients and 386 Entities, please see breakdown below. Firm uses Lacerte for tax preparation along with ProSystem Fixed Asset and Sage 100. Much more information is available on the Practice Profile, including the prior year P&L with discretionary expenses noted. 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 only 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

930 - 1040 @ $515 avg. fee
39 - 1120 @ $2,340 avg. fee
63 - 1120S @ $2,340 avg. fee
151 - 1065 @ $2,241 avg. fee
118 - 1041 @ $650 avg. fee
15 - 990

Additional Services:
Audits $30,370
Reviews $110,626
Compilations $76,326
Tax Planning $50,525
Management $30,173
Write-up $222,259
Payroll $28,865

All Employees are expected to want to remain on staff and work with the new owner. Staffing includes 3 Staff Accountants and 2 Administrative & Clerical Professionals. Staff is not typically informed of a potential Sale early in the process, please do not contact the firm directly.

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.