Accounting & Tax Practice
Specialists for California

CPA PRACTICE#115013LOS BANOS
$1,500,000 GROSS. Tax 63% ($1,368 Avg. fee); Write-up/Bookkpg. 21% ($9,720/Yr Avg.); Comps/Rev, Consulting 16%. Outstanding staff. Office building available to lease or buy. No in-person appts. for 75-80% of tax clients. Terms, Excellent Guarantee, Transitional Support.

CPA PRACTICE#112113FRESNO
$1,288,905 GROSS. Tax 39% ($876 Avg. fee); Write-up /Acctg. for Bus. Clients\' tax prep. 43% ($10,193 Yr. Avg. fee); Other 18% (Consulting, Fiduciary, Qtrly. Reports, Comps/Rev, misc.). 7.36% Billings (Revenue) increase in 2023. Lease available or relocatable. No in-person appts. for 50-60% of tax clients. Excellent staff. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#110023SF BAY AREA /SF PENINSULA
$1,000,000 GROSS. Tax 92% (includes combined revenues for Bus. clients, $3,944 Avg); Write-up 9% ($12,143/Yr Avg. High Net 67%. No in person appts. for 95% of clients. Seller available to work for new owner. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#190023PLEASANTON
$900,000 GROSS. Tax 90% ($1,097 Avg.); Write-up/Bkkpg. 7% ($4,704/Yr. Avg); Consulting 3%. No in-person appts. for 90% of tax clients. Seller available to work for new owner. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#178023SAN MATEO COUNTY
$800,000 GROSS. Tax 83% ($716 Avg); Write-up 12% ($7,004/Yr. Avg); Other 5%. High Net: 82%. Indiv. /1040 clients’ Avg. Income: $277K. No in-person appts. for 80% of clients. Sellers available to work for new owner and offer Terms, Guarantee, Transition Support

CPA PRACTICE#163222SAN JOSE
$750,000 GROSS. Tax 82% ($534 Avg); Bkkpg. 11% ($5,018/Yr. Avg); Other 7%. 61% Net. (2023: 8.6% Higher Gross, 9% Higher Net). No in person appts. for 70% of clients. Lease space in Seller-owned bldg.) or relocatable. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#173023PLEASANT HILL/ WALNUT CREEK
$730,000 GROSS. Tax 68% ($1,120 Avg. fee); Write-up/Bkkpg 13% ( $3,431 Yr/ Avg. fee); Consulting/Misc, P/R 19%. Net 57% (higher for buyer with an existing practice). No appts. for 90% of tax clients. Retain Seller\'s office or relocatable. Terms, Guarantee, Transitional 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 TAX PRACTICE#158824REDWOOD CITY/ MENLO PARK AREA
$619,000 GROSS. 100% Tax ($1,436 Avg. fee). Sale is for about 79% of $780K Total Gross. No in-person meetings for 80% of clients. Clients\' AGI: $458K. Majority partner/ owner works 3 days/week. Staff will be leaving/ retiring, but 2 partners are available the 1st year. Terms, Guarantee, Transitional Assistance.

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.

CPA PRACTICE#150023STOCKTON
$500,000 GROSS. Tax 54% ($452 Avg); Acctg/Bkkpg. 36% ($5,042//Yr Avg); Misc. 10%. 60% Net, very few in person appts & relocatable. Seller available to work P-T. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#146524MODESTO
$465,000 GROSS. Tax 55% ($476 Avg. fee); Write-up/Bkkpg. 23% ($2,865/Yr. Avg.); P/R, Consulting 22%. No in-person meetings. for 80% of tax clients. Steady Revenue increase (2023: 19%+ & 2024: 9%+). . Seller-owned bldg. available (purchase or rent; relocatable after at least 1 year). Excellent staff. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#137523MERCED
$375,585 GROSS. Tax 76% ($1,013 Avg); Write-up/Bkkpg/Payroll 23% ($5.176/Yr. Avg); Consulting <1%. No in-person appts. for 48% of tax clients. Outstanding employees. Relocatable, but buyer preferred who will retain Seller\'s office at least 1st year. High growth oppty. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#135123EL DORADO COUNTY: CAMERON PARK/ FOLSOM AREA
$320,000 GROSS. Tax 74% ($1,040 Avg. fee): Write-up (Assoc. w/Tax Prep) 7% ( $9,499/Yr. Avg); Payroll 7% (6 clients, $4,054/Yr Avg). Practice may be relocated to Buyer\'s office. Est. Net 70%+. No in-person appts. for 45% of tax clients. Terms, Guarantee, Transition 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.

CPA TAX PRACTICE#126023 LOS GATOS/ CAMPBELL/ SAN JOSE AREA
$260,300 GROSS. 100% Tax ($1,085 Avg. fee). High Net 86%. Seller works from home office, so practice to be relocated to Buyer’s office. No in-person appts. for 50% of clients. Terms, Guarantee, Transition Support.

E.A. TAX PRACTICE#120322CAMPBELL/ WEST SAN JOSE
$201,675 GROSS. 100% Tax ($568 Avg. fee). 67% Net. Easy addition to grow your practice. 3%+ annual growth. Great location (close to 880 & 280). Lease expires 10/31/24, but possible early termination. Terms, Guarantee, Transition Assistance & Seller available 1st tax season.

CPA PRACTICE#119023LOS BANOS
$190,000 GROSS. Tax 70% ($290 Avg); Acctg/Bkkpg. 30% ($2,389/Yr. Avg). :ease office from Seller or relocate to your office. Seller and employee available to work P-T for new owner, if needed. 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.

E.A. PRACTICE#117113CAMPBELL/ W. SAN JOSE AREA
$171,500 GROSS. Tax 80% ($454 Avg); Acctg/Bkkpg. ($1,150/Yr. Avg.); Payroll 7% (8 clients. $1.500/Yr. Avg). Retain Seller\'s ofc. or relocate (Lease Opt-out clause for early termination). Good year-round cashflow. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#116023PLACER COUNTY - AUBURN AREA
$160,000 GROSS. Spin-off/sale of a book of tax clients, 50% of practice. Tax 100% ($909 Avg. fee). Relocatable, so nearly a 99% Net. Spouse not ready to retire for a few years. Option for buyer to lease space, if interested. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#115023CENTRAL TUOLUMNE COUNTY
$150,312 GROSS. 100% Tax ($524 Avg). High Net 63%. Great opportunity (as Seller did 30+ years ago) to live and work in an area with a slower pace, a great area to raise a family, with many outdoor activities. No in-person appts. for 50% of clients. Seller offers Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#112123SAN RAMON- TRI VALLEY AREA
$133,709 GROSS. (Available to buyer). Tax 68% ($1,382 Avg. fee). Consulting, Foreign, Non-Resident, Expat, Misc. 32% ($2,092 Avg. fee). Adjusted Net: 85%. Relocatable to Buyer\'s office. No in-person appts. for 80% of tax clients. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#111922MENDOCINO
$130,000 GROSS. Tax 100% ($390 Avg). High Net 72% (higher for buyer with an existing practice). Relocatable or retain Seller’s office. No in person Appts. for 60% of clients. Good Terms, Guarantee & Transitional Assistance.

CPA TAX PRACTICE#112724SANTA ROSA / SONOMA COUNTY
$127,929 GROSS. 100% Tax ($1,242 Avg. Fee). Great opportunity to add to your practice. 85% Net and no in-person meetings for 70% of clients. Seller works from home, so needs to relocated. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#107923WALNUT CREEK
$79,000 GROSS. Tax 95% ($789 Avg. fee); Consulting 5%. 94% Net. No in-person appts. for 90% of clients. Seller works from home; practice to be relocated to buyer’s office. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#107623SAN JOSE
$76,818 GROSS. Tax 98% ($707 Avg. fee); Sales Tax 2%. High Net: 86%. Revenue growth 4% - 11% per year. No in-person appts. for 95% of clients. Seller works from home; need to relocate to Buyer\'s office. Lacerte user. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#106623WALNUT CREEK
$66,000 GROSS. 100% Tax ($1,478 Avg. fee). Spin-off of a book of tax clients (approx. 15% of practice). Net nearly 100% No assets or staff included. Relocate to Buyer’s office. No in-person appts. for 90% of clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#238023SHERMAN OAKS
$3,450,460 GROSS. Tax 60% ($2,379 Avg.); Write-up 17% ($11,173/Yr. Avg.); Other 23% (Consulting, Bus. Mgmt., Misc). Premier practice established in 1960. Outstanding staff. No in-person appts. for 90% of tax clients. Tax clients Avg. Income/ Yr. $609K+. Terms, Guarantee, Transitional 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 69% ($1,985 Avg); Other (Consulting, Projections, F/S Audits) 31%. Net 62% & 10-11% Growth/Yr . Excellent staff. No appts: 90% of tax clients. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#215223THOUSAND OAKS
$1,216,270 GROSS. Tax 51% ($3,470 Avg); Compilations/ Compliance Audits / Other Audits 17%; Misc. 32%. Net 63%. No in-person appt. for 100% of tax clients (meets with 15 Intl. clients). Tax clients Avg. AGI: $600K. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#210422WHITTIER
$1,214,459 GROSS. Tax 86% ($685 Avg); Other (Consulting, Entity Formation, etc) 14%. High Net 86%, 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.
Sold

CPA PRACTICE#211023NEWPORT BEACH
$1,045,000 GROSS. Tax 100% ($1,917 Avg. Fee). Net 49% (if retain Seller’s ofc.). Mo-Mo. rent/ relocatable within reason. Outstanding staff, CPA’s work remote. No appts for 80-90% of clients. Terms, Guarantee, Transition Support.
Sold

CPA TAX PRACTICE#298124TUSTIN
$981,676 GROSS. 100% Tax/Business Services/Consulting (combined). $1,273 Avg. fee. Net 97%. Practice to be relocated to Buyer\'s office. No meetings for 99% of clients. Seller available first tax season, as needed. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#295023ENCINO
$963,000 GROSS. Tax 72% ($4,714 Avg. fee); Write-up 6% (7 clients, $8,510/Yr. Avg.); Bus. Mgmt, Pension Acctg, P/R Prep. 21%. Net: 55%. No in-person appts. for 90% of tax clients. 1040 Tax clients AGI: $300K. Excellent staff & Seller available P-T up to 2 years. Terms, Guarantee, Transitional Assistance.
Sold

CPA TAX PRACTICE#272022SAN DIEGO - MISSION VALLEY
$784,311 GROSS. Tax 100% ($1,303 Avg. fee). 100% of tax clients have no in person meeting. Net 55%. 7%+ projected growth in 2023. Relocatable when lease expires 6/30/25. 15% of clients have foreign assets. Terms, Guarantee, Transitional Support
Sold

CPA PRACTICE#259724SOUTH ORANGE COUNTY
$597,949 GROSS. Tax 58% ($1,482 Avg. fee); Write-up/Bkkpg. 40% ($5,364/Yr. Avg.); Misc. 2%. Seller is very recently deceased; family desires a quick sale to a highly qualified buyer. 52% Net, but much higher if buyer relocates (Seller\'s rent, etc. will be eliminated). High Net-worth clients; $300K Avg. Income. No in-person appts. for 95% of clients. Terms, Guarantee.
Sold

CPA PRACTICE#256023TORRANCE
$560,000 GROSS. Tax 40% ($366 Avg); Write-up/Bookkpg. 60% ($2,671/Yr Avg). Net 47%. If practice is relocated, Net will be much higher. No appts for 60% of tax clients. Terms, Guarantee, Transitional Assistance.

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.
Sold

CPA PRACTICE#227323SANTA FE SPRINGS/ LA MIRADA AREA
$273,000 GROSS. Tax 84% ($676 Avg fee); Write-up/Bkkpg: 7% (8 clients: $2,357/Yr Avg); Consulting 9%. Net 90%. No in-person appts. for 50-60% of tax clients. Lease ends 12/31/23; relocatable or keep Seller’s office. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#226023SAN DIEGO - LA MESA AREA
$260,000 GROSS. Tax 71% ($549 Avg. fee); Write-up/Bkkpg. 29% (10 clients, $7,600/Yr. Avg). No meetings for 98% of clients. Retain Seller’s ofc. or relocate w/prior notice. Terms, Guarantee, Transition.

CPA TAX PRACTICE#224223SAN DIEGO - EL CAJON AREA
$228,497 GROSS. 100% TAX ($914 Avg. fee). Net 58%. Seller-owned office condo available to lease or buyer may relocate. Net will be higher for buyer with an existing practice & office. No meetings for 80% of clients. Very low A/R plus Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#220013CALABASAS/ SFV / L.A.
$200,000 GROSS. Tax 62% ($1,313 Avg. fee); Write-up/Bkkpg. 26% (13 clients, $4,038/Yr. Avg.); Misc. 12%. Net 67%. Seller\'s clients located in Calabasas, San Fernando Valley, Greater L.A. No in-person appts. for 90% of tax clients. P-T Bkkpr. to remain & Seller available 1st tax season. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#218023AGOURA HILLS
$180,000 GROSS. Tax 100% ($607 Avg. fee). 74% Net. Relocatable to buyer’s office or lease Seller-owned condo ofc No in=person meetings for 74% of clients. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#218823TUSTIN /SANTA ANA AREA
$177,100 GROSS. (Seller to retain about 20%, not reflected in listing). Tax 88% ($1,186 Avg. fee); Write-up 9% ($5,567/Yr. Avg.); Compilations, 3%. Net 81% Need to relocate to Buyer\'s office. No in-person appts. for 80-85% of clients. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#208823SAN DIEGO - KEARNY MESA AREA
$88,000 GROSS. Tax 98% ($677 Avg. fee); Consulting 2%. Quick sale needed due to health issues. Net 98%. Seller works from Executive Suite office (available or buyer may relocate). No meetings for 50% of clients. Terms, Guarantee, Transitional Assistance.
Sold