Accounting & Tax Practice
Specialists for California

CPA PRACTICE#111525SAN JOSE
$1,625,000 GROSS. (2025 Est. Gross- Conservative Est. Most likely will be higher). Tax 100% ($7,605 Avg. fee). Net 58% (higher if Buyer consolidates offices when the Seller’s lease expires). No meetings for 85% of clients. Excellent staff & Seller available, as needed. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#113025Walnut Creek
$1,175,000 GROSS. Net Gross available to buyer (2025 Est.). Tax 92.5% ($2,224 Avg. fee); Write-up 7.1% (10 clients, $10,000/Yr. Avg. fee); Payroll (5 clients, $1,000/Yr Avg. fee). Very well-managed practice with growth opportunity. 44% Net, but when lease expires (Feb. 2026), many of the expenses will end and the Net will be much higher. No in-person meetings for 90% of tax clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#146524MODESTO
$477,000 GROSS. Tax 62% ($547 Avg. fee); Write-up/Bkkpg. 21% ($2,222/Yr. Avg.); P/R, Consulting 17%. No in-person meetings. for 95% of tax clients. Steady Revenue increase each year for several years. 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.

CPA PRACTICE#139826SACRAMENTO
$398,440 GROSS. (2026 Est). Tax 69% ($868 Avg. fee); Write-up - Acctg/Bkkpg 28% ($10,273/Yr Avg); Other 2%. High Net 80%, but ~95% if relocated to Buyer’s office. No meetings for 95% of tax clients. Seller hopes to close by 8/31/26. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#135025SAN RAFAEL - LAS GALLINAS VALLEY
$350,000 GROSS. Tax 90% (.$765 Avg. fee); Write-up/Bkkpg. 7% (5 clients, $5,101/Yr. Avg); Payroll & Tax Planning 2%. High Net 56%, but much higher if buyer consolidates to Seller\'s location or relocates when lease expires 10/31/26. No meetings for 80% of tax clients. Great oppty. to add an office in Marin County or expand. Terms, Guarantee, Transitional Assistance.

TAX & BOOKKEEPING#135424VALLEJO
$320,000 GROSS. Tax 41% ($571 Avg. fee); Bkkpg. 51% ($2,843/Yr. Avg.); PR, Consulting. 8%. 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.

TAX PRACTICE#130526EAST BAY/ ALAMEDA (VIRTUAL)
$305,000 GROSS. Tax 100% ($1,150 Avg. fee). Seller deceased; employees available and prefer to stay with new owner. Fully remote -Seller worked from home with no in-person client meetings. Family interested in selling to a highly qualified buyer soon. 66% Net. 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#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 & BKKPG PRACTICE#114426CALAVERAS COUNTY / GOLD COUNTRY
$150,000 GROSS. (2025 Est.). Tax 81%+ ($268 Avg. fee): Bkkpg. 3%+ ($8 Annual clients, $651/Yr Avg.); P/R, Consulting, Sales Tax 14%+ ($585 Avg. fee). No in-person meetings for ~90% of tax clients. Relocatable or lease may be available. Terms, Guarantee, Transition Assistance.

CPA TAX PRACTICE#113625MILLBRAE / SF PENINSULA
$136,080 GROSS. Tax 100% ($815 Avg. fee). Approx. 69% Net, but if buyer has an existing practice and relocates, Net will be ~90%. No meetings for 50% of clients. Office available to lease with low Mo. rent in Seller-owned building or relocate to your office. Great opportunity to grow your practice. Terms, Guarantee, Transition Assistance.

E.A. TAX & BOOKKPG PRACTICE#108525ANTIOCH
$85,650 GROSS. Spin-off of about 45% of practice. Tax 83% ($857 Avg. fee); Bkkpg /Payroll 11% ($4,800/Yr. Avg); Misc. 6%.To be relocated to= Buyer\'s office. Net ~100%. No meetings in-person for 100% of clients. Fantastic opportunity to quickly expand your practice & increase revenue. Terms, Guarantee, Transitional Assistance.

TAX & BOOKKPG#104125SANTA ROSA
$41,721 GROSS. Spin-off of a book of tax clients to reduce workload. Avg. tax fee $695. If relocated to Buyer\'s office, a Net of ~96% can be anticipated. Great opporutnity to expand your practice. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#237025SHERMAN OAKS
$3,700,000 GROSS. Tax 60% ($2,379 Avg. fee); Write-up 17% ($11,173/Yr. Avg.); Other (Bus.. Mgmt/Bus. Svcs, Consulting, Misc. 23%. No in-person meetings for 90% of tax clients. Premiere practice with 3 equity partners, 2 to retire within 2 years. Outstanding staff, superior office & location. Terms, Guarantee, Transitional Assistance.
Sold

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#215025LONG BEACH - BELMONT SHORE AREA
$1,500,000 GROSS. Tax 92% ($760 Avg, fee); Write-up/Bkkpg. 6% ($3,022/Yr. Avg); Payroll /Audit 2% ($917 Avg). Net 61%. Great location and lease is fully negotiable OR may be relocated to buyer\'s office. No in person meetings for 70% of tax clients. Excellent staff and Seller available to work for new owner, as needed. Terms, Guarantee, Transition Assistance.

TAX & BOOKKPG. PRACTICE#245025MISSION VIEJO
$475,000 GROSS. (2025 Est.). Tax 98% ($609 Avg. fee); Acctg/Bkkpg. 2% ($412/Yr. Avg. fee). High Net 77%. Great location w/reasonable rent. Lease expires March 2027. Bilingual English/Spanish speaking buyer required. Seller available to work for buyer first tax season. Terms, Guarantee, Transitional Assistance.

TAX & BKKPG. PRACTICE#230126EAST SAN DIEGO COUNTY
$301,410 GROSS. (2026 Est.). Tax 72% ($708 Avg.); Write-up/Bkkpg. 20% ($3,174/Yr. Avg.); Audits/Consulting 8%. 60-70% of tax clients have no in-person meeting. Located in high income area. Relocatable (within a reasonable distance) after the lease expires 7/31/26. If relocated, few of the Seller\'s current expenses will apply other than staff that may remain, so the Net will be 65-70%. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#210425SO. OC/ DANA POINT AREA
$104,370 GROSS. Tax 75% ($975 Avg. fee); Write-up/Acctg 25% (5 Annual clients, $5,153/Yr. Avg). Sale due to health issues. Practice to be relocated: Buyer can expect a 95%+. 92% of clients have no meeting. Terms, Guarantee, Transitional Assistance.
Under Contract

CPA PRACTICE#208525SOUTH ORANGE COUNTY
$85,000 GROSS. (Recent change in Gross Revenue as the Seller offloaded some of the business). Tax 100% ($944 Avg. fee). Seller works from home office, so practice needs to be relocated to the Buyer\'s office. High Net: 99% and no in-person meetings for 100% of tax clients. Great oppty. to add to your practice. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#207525NORTH HILLS/ NORTHRIDGE AREA
$75,284 GROSS. 100% Tax ($707 Avg fee). Seller works from home, so practice to be relocated to Buyer\'s office. Nearly 100% Net and no meetings for 90% of clients. Sale due to health issues. Interested in quick sale to a qualified buyer who wants to expand their practice. Terms, Guarantee, Transitional Assistance.
Offer Accepted