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#178023SAN MATEO COUNTY
$800,000 GROSS. Tax 83% ($716 Avg); Write-up 12% ($7,004/Yr. Avg); Other 5%. High Net: 82%. Annual revenue growth of ~8% - 10%. 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. 4%+ increase over 2023. Tax 82% ($567Avg); Bkkpg. 12% ($5,176Yr. Avg); Other 7%. 58% 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.
Sold

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 PRACTICE#159024NW ALAMEDA COUNTY/ EMERYVILLE AREA
$532,025 GROSS. Tax 86% ($776 Avg. fee); Write-up/Bkkpg. 24% (55 clients; $2,027/Yr. Avg.); Misc. 3%. No employees; 4 partners perform all services. At least 2 available to work for new owner (will ensure high client retention). Est. Net 58%. No in-person appts. for 60% of tax clients. Relocatable or retain current office. Terms, Guarantee, Transitional Assistance.

CPA & CTEC#155622OAKMORE/ PIEDMONT AREA
$480,636 GROSS. (Available to buyer). Tax 100% ($903 Avg); High Net 64% (higher if buyer has an existing practice). Ofc. in upper-income area. Lease negotiable or relocatable. No appts. for 90% of tax clients. AGI: $204K. Sellers very motivated. 2 partners available to work part-time. Terms, Guarantee, Transition 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.

E.A. TAX & BOOKKPG PRACTICE#145014CAMPBELL/GREATER SAN JOSE AREA
$460,000 GROSS. Tax 90% ($682 Avg. fee): Bkkpg. 10% (9 clients, $4,833/Yr. Avg. Net 72%. Relocatable. No in-person meetings for 79% of clients. Good mo. cashflow year round. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#145024SAN JOSE
$454,000 GROSS. 100% Tax ($508 Avg. fee). Net 85%. No employees: 2 officers complete all returns; available to work for new owner (if so, Net would be reduced depending on compensation). No meetings for 25% of clients. Majority of payments /collections received at interview. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#140014SUNNYVALE/ SANTA CLARA AREA
$400,656 GROSS. Tax 90% ($964 Avg. fee); Comps/Reviews 10% (6 clients, $6,350/Yr. Avg.). Seller available to assist with Comps/Reviews. No in-person meetings for 90% of clients.. Good year-round cash flow. Lease available (Seller-owned bldg) or relocate to your office. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#140024PLEASANTON
$400,000 GROSS. Tax 91% ($1,197 Avg. fee); Write-up 9% ($2,500/Yr. Avg). 58% Net, but since the practice may be relocated, the Net will be much higher for a buyer with an existing practice. 2 Tax Prep/Bkkpr. employees available, want to stay. No mtgs. for 95% of tax clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#137624LODI
$330,932 GROSS. Tax 90% ($1,543 Avg. fee); Write-up/Bkkpg. 8% (7 clients, $3,981/Yr. Avg.); Misc. 1%. High income clients, including Agribiz, high growth potential. Net 72%. No in-person appts. for 1/3 of tax clients. Seller & spouse available P-T 1st tax season. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#133024HAYWARD
$330,000 GROSS. Tax 36% ($800 Avg. fee); Write-up 64% ($6,364/Yr. Avg). Net 66%. Since Seller works from home & practice needs to be relocated, the buyer can expect a much higher Net. No in-person meetings for 99% of clients. 1 employee (Accountant) handles all bookkpg & wants to remain. Terms, Guarantee, Transitional 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#123024SAN RAFAEL/ CORTE MADERA/ MILL VALLEY
$230,000 GROSS. Spin-off sale of a book of clients (approx. 50% of practice). 100% TAX ($1,058 Avg. fee). Net 97%. Relocate to Buyer’s office. No in-person appts. for 90% of clients. Terms, Guarantee, Transition.

CPA TAX PRACTICE#126023 LOS GATOS/ CAMPBELL/ SAN JOSE AREA
$200,000 GROSS. (2024 Est / Available To Buyer). 100% Tax ($1,085 Avg. fee). High Net 89%. Seller works from home office, so practice to be relocated to Buyer’s ofc. No in-person appts. for 50% of clients. Seller seeks a quick sale & is open to negotiation and all offers. 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.

CPA PRACTICE#112524SAN RAMON - TRI VALLEY AREA
$120,701 GROSS. Tax 99% ($2,398 Avg. fee; Other 1%. Retirement due to health issues. Net 67%. Since practice is relocatable, adjusted Net will be 85%+. 1040 clients\' Avg. Income $155K-$235K. Relocatable or lease possibly available. High growth opportunity. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#109824NAPA COUNTY
$98,165 GROSS. 100% Tax ($418 Avg. fee). Est. Net 90%+ for buyer with a practice. Many clients live in city of Napa; relocatable to nearby cities. No appts. for 50% of clients. Great opportunity to grow your practice. 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#106624CASTRO VALLEY
$67,190 GROSS. 100% Tax ($352 Avg. fee). 96% Net. Seller works from home office, so practice to be relocated to Buyer\'s office. No in-person appts. for 50% of clients, 15-30 minute meetings for 30% who bring documents, 45 minute meeting for 20%. Great opportunity to expand or start a practice. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#103824SAN RAMON / DANVILLE / DUBLIN AREA
$38,740 GROSS. (Available). Spin-off of a book of individual /1040 tax clients, about 16% of practice. Avg. Fee: $524. No assets included and need to relocate to buyer\'s office, so the Net will be ~99%. No in-person appts. for 100% of clients. Terms, Guarantee, Transition Assistance.

TAX & BOOKKPG. PRACTICE#103124SAN RAFAEL
$31,766 GROSS. Tax 78%. $683 Avg. fee); Acctg/Bkkpg. 17% ($3,070/Yr. Avg); Other 6%. Net 86%. Seller works from home, so practice to be relocated to Buyer\'s office. No in-person meetings for 66% of tax clients. Terms, Guarantee, Transition Assistance.
Under Contract

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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#214323WEST L.A.
$1,450,000 GROSS. (2024 Est.). Tax /Write-up Billings Combined. Approx. 93% Tax, 7% Write-up/Acctg. ($1,190 Avg. fee). Est. Net 63%. No meetings for 97% of tax clients. Excellent Staff. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#215223THOUSAND OAKS
$1,216,270 GROSS. (2024 Est: Actual YTD + est. through end of 2024). Tax 35% ($2,602 Avg); Bkkpg/Intl.Bkkp. 4% (%,499/Yr. Avg.); Other: Consulting, Compilations/ Compliance Audits / Other Audits 61%. Net 50%. 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 PRACTICE#210824MONTEREY PARK/ ALHAMBRA
$1,043,000 GROSS. Tax 46% ($1,228 Avg. fee); Write-up/Bkkpg. 48% ($3,846/Yr. Avg); Compilations 6%. Excellent staff. No in-person appts. for 85% of tax clients. Chinese buyer with strong experience & who speaks Mandarin highly preferred. Terms, Guarantee, Transition Assistance.

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.
Sold

CPA PRACTICE#272924PALOS VERDES / REDONDO BEACH / TORRANCE
$720,300 GROSS. Tax 96% ($1,329 Avg. fee); Write-up/acctg. 4% ( 7 clients. $1,643/Yr. Avg.). 6% non-transferable or seller to retain of $760K total gross. No in-person meetings for 95% of clients. Excellent staff. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#256023TORRANCE
$571,555 GROSS. Tax 42% ($426 Avg); Write-up/Bkkpg. 58% ($2,815/Yr Avg). Net 49%. Mo-Mo lease. Relocatable (if practice is relocated, Net will be much higher). No appts for 60% of tax clients. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#250924CULVER CITY/ MAR VISTA / VENICE
$523,000 GROSS. Tax 99% ($696 Avg. fee); Misc. 1%. Spin-off of 49% of practice. 96% Net if practice is relocated, but buyer may need to hire employees. No in-person meetings for 90% of clients. High collections, low A/R. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#245324NO O.C./ BREA AREA
$453,200 GROSS. Tax 96% ($701 Avg. fee); Write-up/Bkkpg. 4% (4 clients, $5,050/Yr. Avg. fee). Practice to be relocated to Buyer\'s office> This will eliminate a majority of the Seller\'s expenses; Est. Net of 75%. No in-person appts. for 50% of tax clients. Terms, Guarantee, Transitional Assistance.

CTEC TAX & BKKPG PRACTICE#238724COVINA/ W. COVINA/ AZUSA
$362,951 GROSS. Tax 25% ($578 Avg. fee); Bkkpg. 52% ($2,598/Yr. Avg.); Misc + Payroll 24%. 74% Net. Relocatable to Buyer\'s office. 2 employees available, prefer to stay (including Bkkpg, P/R employee). Good year-round cashflow. Terms, Guarantee, Transitional Assistance.

TAX & ACCTG. PRACTICE#230224RANCHO MIRAGE
$330,000 GROSS. (2024 Est). Tax 96% ($603 Avg. fee); Acctg/Bkkpg. 4% (3 clients, $4,800/Yr. Avg.). 71% Net. No in-person appts. for 85% of clients. Practice can be relocated or perfect space to merge another practice into. Excellent Terms, Guarantee, Transition.

E.A. TAX PRACTICE#228724LONG BEACH/ BIXBY KNOLLS/ LAKEWOOD AREA
$287,000 GROSS. Sale of approx. 70% of practice of $410K practice. Tax 100% ($537 Avg. fee). No in-person appts. for 50% of clients. 55% Net, but since practice is relocatable after lease expires (11/30/24), the Net will be much higher, about 90%. High growth opportunity. Terms, Guarantee, Transitional Assistance.

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#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.

E.A. TAX & BOOKKPG PRACTICE#209524NO. SAN DIEGO COUNTY
$98,000 GROSS. Tax 97% ($625 Avg. fee); Bookkpg. 3% ($1,500/Yr. Avg, 2 Qtrly clients). High Net: 97% Net (few of the Seller’s expenses sill apply. No in-person meetings for 98% of clients. To be relocated to Buyer’s office within a reasonable distance. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#205724LAKE FOREST
$59,605 GROSS. 100% Tax (Avg. fee $670). Net 94%. Seller works from home, so Buyer needs to relocate to their -office. No in-person meetings for 95% of clients. 1040 clients\' AGI: $297K. Terms, Guarantee & Transitional Assistance.

CPA TAX PRACTICE#205714ORANGE
$57,500 GROSS. Tax 100% ($304 Avg). Net 74% (if relocated to Buyer’s office, Net will be higher). Executive Suite in good location available to rent. Great opportunity to expand or start a practice. Terms, Guarantee, Transitional Assistance.
Under Contract

CPA TAX PRACTICE#205024SAN DIEGO - MISSION VALLEY
$50,635 GROSS. Tax 96% ($559 Avg. fee). Misc. 4%. 62% Net based on current expenses, but since the practice may be relocated, a Buyer can expect a 90% Net. No in-person meetings for 95% of clients. Terms, Guarantee, Transitional Assistance.
Under Contract

CRTP TAX PRACTICE#203024LONG BEACH- AIRPORT AREA
$30,000 GROSS. Tax 90% ($356 Avg. fee); Bkkpg. 10% (2 clients, $1,488/Yr. Avg. fee). Net 81% or higher. No in-person meetings for 90% of clients, Relocate to Buyer’s office. Seller ready for a quick sale. Easy addn. with opportunity for growth. Terms, Guarantee, Transition.
Under Contract