Accounting & Tax Practice
Specialists for California

CPA PRACTICE#119922LOS BANOS & FRESNO
$1,943,194 GROSS. Tax 64% ($1,405 Avg.); Write-up/Bkkpg. 10%; Misc 26%. No in-person appts for 80% of tax clients. Tax clients’ AGI: $500K. Outstanding staff. Uses Lacerte & QB Seller available part-time up to 3 years. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#117221FAIRFIELD
$1,620,000 GROSS. Tax 99% ($861 AVG); Write-up 1% ($5K/Yr. AVG). Great year-round cashflow. 95% of clients are drop-offs/ mail-ins (no appts). 2 Partners available 1st tax season. PRICE NEGOTIABLE + Terms, Guarantee, Transition Assistance.

CPA PRACTICE#115821SILICON VALLEY
$1,589,430 GROSS. Tax 75% ($1,484 AVG); Write-up 20% ($11,162/Yr. AVG); Planning/Consulting 5%. Top rated practice with consistent mo. income year-round. Tax clients average Avg. Income/Yr: $353K. Lease available or relocate to your office. . Uses Office Tools Practc. Mgmt.; allows remote access. Outstanding staff. Terms, Guarantee & Transition Assistance included.
Sold

CPA PRACTICE#113022WALNUT CREEK
$1,150,000 GROSS. Tax 94% ($2,032 Avg); Write-up 6% (8 clients, $9,500/Yr. Avg); Payroll 0.4% ($1,000/Yr. Avg, 5 clients). 54% Net Higher Net when /if buyer relocates to their office -upon expiration of Seller\'s lease Feb. 2024. 90% of clients have no in-person appt. 2 outstanding CPA & EA employees. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#195722SONOMA COUNTY
$1,032,990 GROSS. Tax 90% ($1,578 Avg.); Acctg/Bookkpg. 8% ($3,401/Yr. Avg); Consulting/Audits/Forensics 10% ($,1791 Avg). 45% Net. 75% of tax clients have no meeting (drop-offs, etc). Excellent staff. Great year-round cashflow. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#180021SONOMA COUNTY
$800,656 GROSS. Tax Services 100% ($2,158 AVG). Tax Revenue includes a few Acctg. clients. Clients\' AGI: $338K. Outstanding staff. Good growth oppty. as Seller does no advertising and rarely takes new clients. 45% Net. In office only as needed. Office (zoned Res/Bus.) available to lease, buy or practice may be relocated. Terms, Guarantee, Transition Assistance.

TAX & ACCTG PRACTICE#170021YUBA CITY
$700,000 GROSS. Tax 62% ($417 AVG); Acctg/Payroll 35%+ ($2,633/Yr. AVG); Consulting 3%. 51% Net. Good year-round Mo. income. Excellent staff. Seller available to work for new owner the first year. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#163222SAN JOSE
$696,500 GROSS. Tax 82% ($459 Avg); Bookkpg. 11% ($4,644/Yr. Avg); Other (P/R, etc) 7%. 55% Net & great year-round Mo. cashflow. Space available (Seller-owned bldg.) or may be relocated. No appts. with 30% of tax clients. Seller available to work P-T. Terms, Guarantee, Transition.

CPA PRACTICE#168021VALLEJO
$680,000 GROSS. Tax 99% ($553 AVG); Write-up1% ($3,330/Yr AVG). 60% of clients are drop-offs/ mail-ins (no appts). Retain office (Mo-Mo lease) OR future relocation option. PRICE NEGOTIABLE + Terms, Guarantee, Transition Assistance.

E.A. PRACTICE#156322SANTA CRUZ COUNTY
$660,834 GROSS. Tax 58% ($906 Avg.); Bookkpg, P/R. 18% ($1,813/Yr. Avg.); Bus. Svcs/Tax & Estate Planning/ Fin. Planning 24%. Good Net 61% w/steady revenue growth 6-8% /Yr. (25+% Gross Increase 2022). No in person appts. for 75% of tax clients. Excellent staff. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#173022PLEASANT HILL/ WALNUT CREEK
$568,041 GROSS. Tax 60% ($963 Avg.); Write-up/Bkkpg 17% ( $3,098 Yr/ Avg); Consulting/Misc, P/R 24%. Net 55% (higher for buyer with an existing practice). No appts. for 90% of tax clients. Terms, Guarantee, Transition.

CPA & CTEC#155622OAKLAND
$557,000 GROSS. Tax 94% ($795 Avg); Write-up/Acctg. 6% ($3,239/Yr. Avg). High Net 70%. Ofc. in upper-income area. Lease negotiable or relocatable. No appts. for 90% of tax clients. AGI: $204K. 2 partners available to work part-time. Terms, Guarantee, Transition Assistance.

E.A. TAX & BOOKKPG PRACTICE#150823CONCORD
$480,000 GROSS. Tax 97% ($507 Avg); Bookkpg. 3% ($2,544/Yr. Avg). Net 69%. No in person appts. for 82% of clients. Outstanding employee (16 yrs) & Seller also available (if needed). Terms, Guarantee, Transitional Assistance.

TAX PRACTICE#134021TIBURON PENINSULA
$439,705 GROSS. Tax 96% ($508 Avg); IRS Letters/ Planning 4%. Gross increased nearly 16%% (2021) and 8%+ (2022 Est). Relocatable or Lease available. 40% of clients have no in person appt. Seller takes 2 mos. off yearly. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#140023CAMPBELL-LOS GATOS AREA
$400,000 GROSS. Tax 100% ($650 Avg. fee). High Net: 78%. No in person appts. for 62% of clients. EA or CPA buyer preferred. Seller offers Terms, Guarantee & Transitional Assistance.

CPA & EA#135022CAMPBELL/ SAN JOSE AREA
$350,000 GROSS. Tax & 1 Audit 100% ($870 Avg.). 59% Net. No in person appts. past 2 years for 95% of clients. Avg. Income: $409K+. Good year-round cashflow. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#132522MERCED
$336,826 GROSS. Tax 76% ($936 Avg); Write-up/Bkkpg/Payroll 23% ($3,858/Yr. Avg); Other 1.8%. Seller to retain approx. $48K (already deducted) for Trust/Estate clients. Outstanding employees. Buyer preferred who will retain Seller\'s office at least 1st year. High growth oppty. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#133022SACRAMENTO
$330,000 GROSS. Tax 63% ( $532 Avg.); Acctg/ Bkkpg 36% ($2,882/Yr. Avg); 1 Review/Yr. 1%. High Net 71%. Mo-Mo lease (relocate to your office or lease possibly may be assumed). No in-person appts. for 70% of tax clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#128523SAN FRANCISCO BAY AREA
$285,000 GROSS. Tax 69% ($969 Avg.); Bookpg/Payroll 31% ($3,626/Yr. Avg). High Net 90%. No in person appts. for 95% of tax clients. Seller works from home so need to relocate to buyer\'s office. Uses Lacerte & QB. Terms, Guarantee, Transitional Assistance.

TAX PRACTICE#131821OAKLAND
$275,000 GROSS. Tax 100% ($479 Avg.). Sale due to health issues. Net 61% (or higher) & very low A/R. Lease only $1,500/Mo. or practice may be relocated within a reasonable distance. Seller to retain business clients (about $50K) already deducted from revenues. Terms, Guarantee, Transition.

CPA PRACTICE#120122FRESNO COUNTY/ SELMA AREA
$220,000 GROSS. Tax 75% ($1,289 Avg.); Write-up 18% (5 clients, $7,749/Yr. Avg); Misc. 7%. Relocatable or rent Seller-owned building or available for sale. Ofc. shared with another CPA; separate practice for sale. See Listing #118522. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#120023LOS GATOS / CAMPBELL
$217,000 GROSS. Tax 100% ($982 Avg). Net 76%. Fees increased every year. Lacerte user. Lease expires 5/31/23 and practice must be relocated to Buyer\'s office. No in person appts. for 50% of clients. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#120322CAMPBELL/ WEST SAN JOSE
$203,500 GROSS. 100% Tax ($572 Avg. fee). 69% Net. Easy addition to grow your practice. Great location (close to 880 & 280). Lease expires 10/31/24, but Seller can check if early termination is possible. Terms, Guarantee, Transition Assistance & Seller available 1st tax season (if needed).

CPA PRACTICE#118522FRESNO COUNTY/ SELMA AREA
$185,270 GROSS. Tax 69% ($1,034 Avg.); Write-up 14% (3 clients; $8,855/Yr Avg); 2 Comps/Reviews 17% ($6,500 Avg). Outstanding Ofc. Mgr. to stay. Relocatable, rent from bldg. owner or bldg. for sale. See Listing #120122. Terms, Guarantee, Transition Assistance.

E.A. PRACTICE#117722FOSTER CITY/ SAN MATEO AREA
$177,900 GROSS. All tax. $798 Avg. fee. Spin-off of Tax clients. Relocate to your office, 97% Net (few expenses will apply). No in person appts. Great oppty. to expand your practice. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#116422SAN RAMON
$175,000 GROSS. Tax 100% ($1,962 Avg. fee). Spin-off of 15% of practice. Net 93%. Excellent oppty. to expand your practice. Clients send tax info. electronically. 97% of clients have no appts. Relocatable. Terms, Guarantee, Transition Assistance.

TAX & PAYROLL PRACTICE#117123BERKELEY
$171,860 GROSS. TAX 64% ($460 Avg.); Payroll/ 1 Bkkpg client 36% ($2,183/Yr. Avg). Ready to sell after April 2023. Net 95%; low expenses. Seller works from home, practice to be relocated. No appts. for 98% of clients. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#116122VACAVILLE
$161,982 GROSS. 100% Tax ($363 Avg). High Net 76%. No appts. for 30% of clients. Uses Lacerte. Relocatable or lease may be available. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#116121NO. SAN MATEO COUNTY
$161,500 GROSS. Tax 96% ($744 AVG); Write-up/Acctg 0.5% (1 clients: $740/Yr. AVG); Payroll 4% (7 clients: $857/Yr AVG). High Net: 75% and relocatable (Mo-Mo lease). 35% of clients have no in ofc. appt. Great oppty to start or grow your practice! Terms, Guarantee, Transition Support.

CPA PRACTICE#117222SAN RAMON - TRI-VALLEY AREA
$153,500 GROSS. Tax 88% ($1,094 Avg); Other: Tax & Estate Planning, QB Assistance, etc. 44%. Sale is for 75% of the practice; Seller to retain elderly clients, some Estate/Trust clients, etc. No appts. for 65% of tax clients. Option to relocate to your office. Great opportunity to grow your practice. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#113021SALINAS
$120,000 GROSS. Tax 62% ($899 AVG); Write-up/Bkkpg 38% $2,735/Yr AVG. Relocate to you office or option to retain Seller\'s office. 64%+ Net for buyer with an existing office. Uses Lacerte. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#111922MENDOCINO
$119,650 GROSS. Tax 100% ($345 Avg). High Net 81% and practice may be relocated to buyer’s office. Or, retain Seller’s office. No in person Appts. for 60% of clients. Good Terms, Down Payment & Transitional Assistance.

CPA TAX PRACTICE#111322VACAVILLE
$113,192 GROSS. Tax 100% ($476 Avg.). Great opportunity to expand or start your practice. Relocatable or retain seller’s office. No in person appt. for 50% of clients. Very low A/R. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#110222CAMPBELL
$102,400 GROSS. Spin-off of a book of 175 tax clients ($585 Avg. fee). Relocate to your office. High net 96%. No in-person appts. for 62% of clients. AGI: $150K-$450K. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#105921PLEASANTON
$59,171 GROSS. Spin-off of a book of Individual tax clients ($280/Avg. fee). Nearly 100% Net for buyer with an existing practice, software, etc. Relocate to your office or space available in Seller\'s office (with use of computer, Lacerte, etc.). No in person appts. for 90% of clients. Terms, Guarantee, Transitional Assistance.

TAX PRACTICE#105522MARIN COUNTY
$57,000 GROSS. Tax 100% ($426 Avg). Great addition to your practice or to start a practice. Seller works from home, so practice to be relocated. 93% Net. Virtually no in person appts. Uses ProSeries. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#216522San Fernando Valley/ Sherman Oaks Area
$1,650,000 GROSS. Tax 51% ($1,677 Avg.); Acctg/Bkkpg. 18% ($4,111/Yr. Avg.); Consulting, Biz. Mgmt, P/R, Misc. 31% ($5,897 Avg). Prime location, excellent staff, great year-round income. Tax client\'s AGI: $400K & 98% have no in person appts. Terms, Guarantee, Transition Assistance & Sellers prefer to work for new owner up to 3 years to insure high client retention.
Sold

CPA PRACTICE#213522IRVINE
$1,500,000 GROSS. Tax 72% ($1,966 Avg); Other (Consulting, Projections, F/S Audits) 28% ($6,998 Avg). Great Net 62%. Revenue growth/Yr. 10-11%. Excellent staff. No appts. for 100% of tax clients. Terms, Guarantee, Transition.

CPA PRACTICE#210422WHITTIER
$1,214,459 GROSS. Tax 86% ($685 Avg); Other (Consulting, Entity Formation, etc) 14%. High Net 86%, Revenue growth: 21% (2022), 13% (2023). Relocatable. Currently 70% Virtual appts. (Could be transitioned to 100% virtual). 100% of clients pre-submit tax info. prior to appt. Excellent oppty. to add services like Bkkpg. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#212022WEST SIDE / SANTA MONICA AREA
$1,200,000 GROSS. Tax & some combined Acctg.: 100% ($1,119 Avg fee). No appts (drop-offs) for 90% of tax clients. Avg. Income: $223K. Practice to be relocated to Buyer\'s location as Seller won\'t retain office when lease expires 12/31/22. Net 60%+. Top notch staff. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#290022CALABASAS AREA
$910,040 GROSS. Tax 60% ($1,022 Avg); Write-up/Bkkpg.31% ($3,492/Yr. Avg); Other 8%+. High Net: 75%. Excellent staff. Seller available, prefers to work for new owner 1st year. No in-person appts. for 95% of tax clients (AGI: $200-$300K). Relocatable or keep Seller\'s office. Terms, Guarantee, Transition Support.
Sold

CPA TAX PRACTICE#272022SAN DIEGO - MISSION VALLEY
$812,536 GROSS. Tax 100% ($1,290 Avg). 100% of tax clients have no in person meeting. 18%+ revenue increase for 2022, Net 59%. 7%+ projected growth in 2023. Relocatable when lease expires 8/31/23. 15% of clients have foreign assets. Terms, Guarantee, Transition.

CPA PRACTICE#277623ANAHEIM
$811,216 GROSS. Tax 49% ($786 Avg.); Acctg/Bkkpg 37% ($6,354/Yr Avg); Consulting/IRS Audits 14%. Excellent oppty; steady growth & very little work by owner. Seller manages practice; employees do majority of work. Hybrid work (in office & remote). No in person appts. for 90% of tax clients. Terms, Guarantee, Transitional Assistance.
Offer Accepted

CPA PRACTICE#270622THOUSAND OAKS AREA
$725,000 GROSS. Tax 33% ($1,143 Avg.); Write-up 18% ($1,542 Avg.); Other 49% (Bus. Mtc, Correspondence, Tax Planning, P/R, etc.). Net 44%, but will be much higher if buyer has an existing office and relocates the practice when lease expires 11/30/23.. 97% of tax clients have no appt. Terms, Guarantee, Transition Assistance.

E.A. TAX & ACCTG. PRACTICE#267022DOWNTOWN L.A.
$650,000 GROSS. Combined Tax & Bookkpg. 96% ($1,892 Avg); Audits 4%. Net 64%. Prime DTLA location near venues, com’l, retail, subway. Outstanding staff. Prefer buyer retains Seller’s ofc. 1st year or longer. Low A/R. Seller wants to work for new owner Part-time. Terms, Guarantee, Transition Support.

E.A. TAX PRACTICE#253921SAN DIEGO
$617,880 GROSS. Tax 97% ($1,265 AVG); Audits, Consulting 3%. Appts. pre-booked yr. in advance 5% fee increase, 13%+ increase in Gross. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#255021EAST SAN GABRIEL VALLEY
$563,512 GROSS. Tax 63% ($1,245 AVG); Write-up/Bkkpg 36% ($2,268/YR AVG); Misc 2%. High Net 67%. 100% of tax clients have no appt w/Seller. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#252521ENCINO
$525,000 GROSS. Tax 70% ($882 AVG); Write-up/Bkkpg. 10% ($1.713/Yr. AVG); P/R & Reviews 20% ($2,985 AVG). Excellent acquisition oppty. Great location w/reasonable lease or relocatable. Tax clients AGI: $300K. 50% of tax clients have no meetings. Very low A/R. Terms, Guarantee, Transition Assistance.

E.A. TAX & ACCTG PRACTICE#246522REDLANDS
$465,000 GROSS. Tax 42% ($568 Avg ); Acctg/Payroll 58% ($5,888/Yr. Avg). Outstanding staff to manage Bkkpg & P/R. No in person appts. for 39% of tax clients. Lease available. Terms, Guarantee, Transition.

CPA PRACTICE#245523SAN DIEGO - MISSION VALLEY
$455,180 GROSS. Tax 62% ($1,152 Avg); Acctg/Bkkpg 20% ($1,293/Yr Avg.); Misc/Consulting 18%.18. No in person appts for 95% of tax clients: Avg. AGI: $258K. Seller in ofc only on Mon.; CPA employee runs ofc. High growth oppty. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#243222SAN DIEGO
$382,000 GROSS. Tax 83% ($631 AVG); Court Format Trust/Estate Accountings ($11,400 AVG for 10 Fiduciary clients; 60 total accountings). High Net 92%. Seller works from home, so practice to be relocated. 90% of tax clients have no in person meeting w/seller. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#217222TUSTIN/ NO. IRVINE ARA
$172,725 GROSS. 100% Tax Spin-off ($478 Avg. fee). Net 69% or nearly 100% if relocate to Buyer\'s office. No in person appts for 65% of clients. Year-round cash flow. Terms, Guarantee, Transition Support.

CPA PRACTICE#212323TORRANCE
$128,525 GROSS. Tax 77% ($856 Avg.); Accounting 7% (7 clients, $1,286/Yr. Avg); Misc/ Planning 16%. Net 53%, but since practice may be relocated, buyer will realize a much higher net. No in-person appts. for 90% of tax clients. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#212012FOUNTAIN VALLEY/ HUNTINGTON BEACH AREA
$120,000 GROSS. Tax & Writeup 100% ($952 Avg). Net 76%. Practice may be relocated or retain Seller\'s Executive Suite office. No appts. for 50% of tax clients. Terms, Guarantee, Transitional Assistance.

E.A. PRACTICE#210921SAN DIEGO -SORRENTO VALLEY AREA
$109,617 GROSS. Tax 96% ($616 AVG); Bookkpg. 4% ($2.140/Yr. AVG). 63% Net. Lease available or relocate to your ofc. Uses Lacerte & QB. Tax clients\' AGI: $230K. 50% don\'t meet w/Seller. Terms, Guarantee, Transition Assistance. Seller open to Offers after tax season.

CPA TAX PRACTICE#208923ANAHEIM HILLS AREA
$89,000 GROSS. Spin-off of a book of tax clients, 1/3 of practice. $724 Avg. fee. 96% Net for buyer with an existing practice. Relocate to your office. Seller available. Terms, Guarantee, Transition Assistance.