Accounting & Tax Practice
Specialists for California

CPA PRACTICE#121825MODESTO
$1,900,000 GROSS. Tax 93% ($2,964 Avg. fee); Write-up 5% (6 clients, $18,713 Avg./Yr); Payroll 2%. Very profitable; Net 74%. Excellent staff and 2 partners available, as needed. No in-person meetings for 85% of tax clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#115013LOS BANOS
$1,450,000 GROSS. Tax 57% ($955 Avg. fee); Write-up/Bkkkpg. 31% ($9,190/Yr Avg.); Comps/Rev, Consulting, Misc 13%. Ofc bldg. available to lease or buy (eventually relocatable) No in-person appts. for 75%+ of tax clients. Terms, Guarantee, Transition Support.
Offer Accepted

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.
Sold

CPA PRACTICE#110724SACRAMENTO
$1,075,000 GROSS. Tax 56% ($892 Avg. fee); Write-up/Bkkpg. 43% ($4,089/Yr. Avg), Consulting 1%. Excellent staff. No meetings for 90% of tax clients. Relocatable when lease expires 8/3125. Good mo. cashflow year round. Terms, Guarantee, Transitional 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#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%+). Very efficient: Seller only works 32 hours/week; excellent staff. Available for sale to CPA or EA w/strong entity experience. Seller-owned bldg. available (purchase or rent; or relocatable after at least 1 year). 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.

TAX & BOOKKEEPING#135424VALLEJO
$356,000 GROSS. Tax 38% ($504 Avg. fee); Bkkpg. 61% ($3,728/Yr. Avg.); Misc. 1%. Seller is open to a separate sale of the tax clients. No meetings for 99% of tax clients. Relocatable to buyer\'s office, but prefer if buyer retains seller\'s office 1-2 years for highest level of client retention. 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#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.

E.A. TAX & BOOKKPG PRACTICE#130025SAN JOSE
$300,000 GROSS. Tax 51% ($2,611 Avg. fee); Bkkpg. 36% ($3,531/Yr. Avg.); Payroll 12% ($1,921 Avg. fee). 42% Net, but practice software is provided for franchises. Relocatable, so higher Net for buyer with an existing office. No in-person meetings for 85% of tax clients. 2 Bkkpg/ PR employees. Terms, Guarantee, Transitional Assistance.

E.A. TAX & BOOKKPG PRACTICE#128824REDDING
$290,000 GROSS. Tax 89% ($295 Avg. fee); Acctg/Bkkpg. 11% ($2,552/Yr. Avg); Misc. .03%. 70% Net, 13% to 16%+ revenue increase/yr. No meetings for 78% - 95% of tax clients. Relocatable or retain Seller\'s office. 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.
Sold

CPA TAX PRACTICE#128324SAN JOSE
$283,335 GROSS. Tax 100% ($486 Avg. fee). Current Net 55%, but 75%+ Net if relocated (Seller’s lease is Mo-Mo). No meetings for 75% of clients. High opportunity for increased revenues (clients aware fees are low). One employee (preparer) willing to stay. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#125425ALAMEDA
$270,000 GROSS. Tax 93% ($880 Avg/ fee); Write=up/Bkkpg 7% (5 clients, $3,533/Yr. Avg.) . 72% Net. Since lease is Mo-Mo, higher Net for a buyer with a practice, if relocated. No in-person meetings for 49% of clients. 2 solid employees willing to stay. Terms, Guarantee, Transition Assistance.

E.A. TAX & BOOKKPG PRACTICE#117024Mariposa County
$170,000 GROSS. Tax 82% ($515 Avg. fee): Bkkpg. 17% ($776/Yr. Avg); Other 0. 5%. No tax appts for 20%. Need to retain Seller’s ofc. for client retention. Good oppty for a 2nd office or relocation for buyer interested in change of seasons, outdoor activities, raising a family, etc. Terms, Guarantee, Transition.

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 PRACTICE#107725LOS ALTOS
$77,398 GROSS. Tax 91% ($,2708 Avg. fee); Write-up/Acctg 9% (1 client, $6,420/Yr. Avg.). Net 87%. No meetings for 98% of clients. Great opportunity to expand your practice. High income clients. Relocatable to buyer\'s office. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#217124TORRANCE
$1,800,000 GROSS. Tax 64% ($1,801 Avg. fee); Write-up/Acctg. 18% ($15,550/Yr Avg); Comps/Reviews/Audits 18%. Net 61%. No meetings for 85% of tax clients. Excellent staff & Seller also available, if needed. 4-5%+ Revenue growth/yr. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#216924PALM DESERT/ RANCHO MIRAGE AREA
$1,695,000 GROSS. Tax 59% ($1,331 Avg. fee); Write-up/Bkkpg. 28% ($8,765/Yr. Avg.); Other 13%. Seller available to work for new owner, if needed. Experienced, robust staff, but practice is currently overstaffed; good for a buyer with an existing practice - if looking for extra staff. No meetings for 80% of tax clients. Great location -lease expires 1/31/2026. Terms, Guarantee, Transitional Assistance.
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.
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.
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.
Sold

E.A. TAX, BKKPG, BUS. MGMT.#295025ENCINO
$942,931 GROSS. Tax 72% ($583 Avg. fee): Bus. Mgmt. 22% ($4,514/Yr. Avg); P/R, 1099s, Misc. 6%. 53%+ adjusted Net. When lease expires (2026), buyer can expect a much higher net if consolidates to 1 office (bnyer’s or seller’s). No in person meetings for 85% of tax clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#293024LAGUNA HILLS/ SO. O.C.
$930,000 GROSS. Tax 94% ($692 Avg. fee); Write-up/Acctg. 6% (3 semi-annual clients: $19,000/Yr. Avg). High Net 78%. No meetings for 50% of tax clients. Mo-Mo Lease currently or relocate to your office. Seller available to work for new owner. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#279524IRVINE
$781,497 GROSS. Tax 76% ($944 Avg. fee); Write-up /Bkkpg. 16% (8 clients, $15,625/Yr. Avg.); Other 8% (P/R, Reviews, Audits, Tax Resolution, Sales Tax Prep). 52% Net, but much higher for a buyer with a practice, if relocated. No in-person meetings for 55% of tax clients. Seller available/ prefers to work for new owner. 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.
Sold

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.
Sold

CPA PRACTICE#238224WOODLAND HILLS
$352,262 GROSS. Tax 64% ($4,660 Avg. fee); Write-up 4% (1 annual client, $14,150 Avg/Yr); 2 Comps +Tax Planning/Consulting 32%. Outstanding oppty. for the right buyer. Buyer must be competent doing GAAP Financing Statements. Net 95%; Seller works from home & has low expenses. No in-person meetings for 98% of tax clients. Terms, Guarantee, Transitional Support included.

CPA PRACTICE#222024SAN CLEMENTE (O.C./ L.A./ VENTURA CLIENTS)
$212,521 GROSS. Tax 62% ($1,846 Avg. fee); Write-up/Bkkpg 38% (2 Mo. clients, $48,828/Yr. Avg). Net 88%. No meetings for 100% of clients. Practice to be relocated to buyer\'s office. Great opportunity to expand your practice. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#214624PASADENA/ SO. PASADENA AREA
$146,999 GROSS. Spin-off of approx. 64% of practice. Majority Tax + 4 Write-up/Bkkkpg. clients. Combined Avg. Fee: $2,227. High Net of 96% (no assets, staff or lease to acquire). Relocate within a reasonable distance. No in-person meetings for 65% of tax clients. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#206424SOUTH O.C. /LAGUNA NIGUEL AREA
$64,164 GROSS. Tax 100%. ($683 Avg. fee). Sale of a book of tax clients, about 70% of Gross. 96% Net. Easy addition to grow your practice. Relocate to Buyer\'s office. No meetings for 96% of clients. Terms, Guarantee, Transitional Assistance.