COVID-19 UPDATEBusiness Brokerage, Inc. is continuing to take the health and safety our clients, agents and employees very seriously. We quickly put in place necessary safety protocols which also enable us to conduct business successfully and "virtually", as needed. Our best-in-class technologies, adherence to safety requirements, combined with our highly-informed agents make us qualified and ready to serve your needs to sell or purchase a practice. Contact us for more information!

No-Cal: 800-727-4272

So-Cal: 800-274-4272

David C. Smith, President
David C. Smith
Founder
Craig Van Laningham
Craig Van Laningham
Agent
Lee Ribolin, Broker
Lee Ribolin
Broker

Accounting & Tax Practice
Specialists for California

Tax Practice Sales

Accounting Practice Sales

Bookkeeping Practice Sales

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BUSINESS BROKERAGE, INC.. is California's leading accounting and tax practice broker. We have brokered over 1,800 practices over the last 40 years. Call us to discuss: How to buy a practice; How to sell a practice; How to retire with "top dollar" for your practice and stream of income; How to retire and fund your defined benefit pension plan.

Our current list of practices for sale:

All BBI listings include:

1. Guarantee of the gross revenue; 2. Seller financing; 3. Transitional assistance by Seller.

You can be confident that our practice listings are solid.

Be sure to check our listings often as they frequently change.

NORTHERN CALIFORNIA

Listings as of October 28, 2021
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#123020FAIRFIELD & VALLEJO
$2,372,170 GROSS. Taxes 95% ($691 AVG); Write-up/Bookpg. 5% ($7,738/Yr. AVG). 3-4% annual growth, mostly from referrals. Outstanding staff. 3 partners available for transition, 1 wants to work for new owner(s). Terms & Guarantee.

CPA PRACTICE#115920PLEASANTON
$1,595,430 GROSS. Write-up/Bkkpg. 66% ($5,242 AVG); Taxes 32% ($1,006 AVG); Consulting/Misc. 2%. , High Net: 69%, year-round monthly income, and outstanding staff. 75% of tax clients don\'t require in office meetings. Terms, Guarantee, initial 30 day and 1st year Transition Support.
Sold

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 AGI: $440K. Lease space in seller-owned bldg. or relocate to your office. Fantastic oppty. to expand your practice or open a 2nd office location. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#112719SAN LUIS OBISPO COUNTY
$1,409,948 GROSS. Taxes: 69% ($912 AVG); Write-up/Acctg: 1% ($3,437 AVG); Other: 31% (mostly Consulting: $6,090 AVG). High Net of 58%. 65% of tax clients send in tax info. and have no appt. Client retention assured as the Seller is available and wants to work for the new owner for 2-5 years. Excellent staff. Lease available or practice may be relocated. Terms, Guarantee, Transitional and ongoing assistance.
Sold

CPA TAX PRACTICE#110520EMERYVILLE/ BERKELEY AREA
$1,100,000 GROSS. Taxes 100% (combined billing for some tax & bkkpg). Avg. Fee: $6,111. Client Avg. AGI: $350K. High opportunity for growth (no current Mktg). First class office views of Bay & SF. Seller available P-T up to 3 years for high client retention. Terms, Guarantee & Transitional Support.
Sold

CPA PRACTICE#195821MID SF PENINSULA
$882,345 GROSS. Tax 51% ($1,073 AVG); Write-up/Acctg 19% ($6,276 AVG); Other: Consulting, Planning, Valuation, etc. 29%. Excellent opportunity to add to your existing practice or start up for yourself. Consistent revenue growth of 2%-5%/Yr. Operated as a remote practice the past 2 tax seasons. High Net Worth clients supported by outstanding staff. Uses Lacerte & QB. Excellent office location. Room to grow. Plenty of private parking. Sellers are available to stay on. Terms, Guarantee, Transitional Assistance.
Under Contract

CPA PRACTICE#188021SAN FRANCISCO
$880,000 GROSS. Tax 98% ($1,320 AVG); Misc. 2%. Consistent year-round Mo. income. Outstanding opportunity to expand or to establish your presence in the SF Bay area. Lease from Seller or relocatable within a fairly great distance. Excellent staff. 90% of tax clients have no meeting w/Seller at ofc. Terms, Guarantee, Transition Assistance.
Under Contract

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.

CPA PRACTICE#169721DAVIS
$794,304 GROSS. Tax 74% ($1,118 AVG); Write-up/Bkkpg 13% ($4,658/Yr AVG), Other 15%. High Net: 88%. 10%+ higher 2021 Revenue & Avg. Fees due to increase in fees. Good yr-round mo. income. Bkkpg. clients pay in advance. Relocatable. Few in ofc. appts. Terms, Guarantee, Transition.

CPA PRACTICE#170020CAMPBELL/ LOS GATOS AREA
$700,085 GROSS. Taxes 90% ($964 AVG); Write-up/Bkkpg 7% ($2,617/Yr AVG); Other 3%. 52% Net. Buyer\'s option to retain Executive Suite (Front Desk/Admin support, Utilities/Tel. included) or relocate. High AGI: $437K. 75% of Tax clients don\'t meet in ofc (mail-ins, drop-offs, email tax info.). Terms, Guarantee, Transition Support.

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 & EA PRACTICE#162320SOUTH SAN FRANCISCO
$675,000 GROSS. Taxes 48% ($518 AVG); Write-up/ Bookkpg 45% ($2,960/Yr AVG); 7% Consulting/ Misc. Good Net of 53%. Capable, experienced staff. Lease available (Seller-owned bldg). or relocatable after 1st tax season. High income tax clients and good year-round income from Bookkpg. Terms, Guarantee, Transitional Support.

CPA PRACTICE#171021FOSTER CITY/ HILLSDALE AREA
$616,227 GROSS. 100% Tax ($1,354 Avg. Fee). 41% Net (if lease from Seller); 56% Net (or higher) if relocate to Buyer\'s office. 100% of clients have no meeting at Seller\'s office (email/drop-off tax info). AGI: $236K. Experience in tax prep for Trusts & Estates ideal. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#160021MARIN COUNTY
$540,000 GROSS. Tax 83% ($515 AVG); Write-up/Bkkpg. 17% ($8,527/Yr. AVG). 63% Net. Great year-round Mo. income. Ideal downtown location. Lease available in Seller-owned bldg. or relocate. Most tax clients have no in ofc. appt. Recently Improved Terms, Guarantee, Transition Assistance.

CPA TAX PRACTICE#152221SONOMA
$522,040 GROSS. Tax 98% ($1,203 AVG); Compilations 2%. Sale of about 88% of $580K Gross. No appts. in ofc. for 77% of clients (2020-21). High AGI: $259K. Seller prefers to work for new owner during tax season next few years. Lease available or relocate to your office. Terms, Guarantee, Transition Assistance.
Sold

CPA TAX PRACTICE#190020SONOMA
$495,000 GROSS. 100% Tax ($1,557 AVG). High net 79%. Seller does all tax returns (No staff). 100% are drop-offs/mail-ins (no appt. with seller). Practice may be relocated or lease is available in seller-owned building. Uses Lacerte. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#145621CAMPBELL/ WEST SAN JOSE AREA
$433,822 GROSS. (2021 Est.). Tax 66% ($528 AVG); Write-up/Bkkpg 33% ($2,870 AVG); Consulting .5%. Retain Seller’s Ofc. or relocate. Net 48% (higher Net for Buyer with an existing location & staff). Terms, Guarantee, Transition.

CPA PRACTICE#141020MENDOCINO COUNTY
$410,745 GROSS. Tax 67% ($541 AVG); Bkkpg 10% ($8,000/Yr. AVG); Payroll/Misc 23% ($1,890 AVG). Prime location, close to beautiful Mendocino Coast & Redwoods. Easy transition: Client retention assured - Seller available for client intros., prefers to work P-T for new owner (tax prep), will continue to provide referrals. 98% of tax clients pay at pickup. Majority of clients have no in ofc. meetings; since March 2020, all clients send tax info (by mail/email, etc.) with no appt. Relocatable within reason, but Seller has a superior building with lease & great staff available. CPA or EA needed. Terms, Guarantee, Transition Support. Wants to sell by 5/31/21: Open to price negotiation for a quick sale.

CPA PRACTICE#141019DAVIS
$410,000 GROSS. Taxes 29% ($625 AVG); Write-up 37% (15 clients, $10K/Yr. AVG); Other: Consulting, P/R 34% ($2K/Yr AVG). 80% of tax clients send in tax info. and don\'t meet w/Seller. Consistent Mo. Cash Flow. Seller seeks to sell or merge practice. Terms, Guarantee & Transitional Support.

CPA PRACTICE#140021TRI-VALLEY: LIVERMORE AREA
$400,000 GROSS. Tax Prep: 93% ($651 AVG); Write-up/Bkkpg 7% ($3,444 AVG). Spin-off of $400K, about 70% of Gross. High Net 65%. Share space available in Seller\'s office or relocate to your office. Good monthly cash flow year round. Seller available to work for new owner 1st tax season to insure high retention. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#136421Lafayette-Walnut Creek Area
$364,359 GROSS. Tax 93% ($1,159 Avg); Misc (Bkkpg & Hourly) 7%. Net 69%. Tax clients Avg. Income: $300K. Seller available to work for new owner 1-3 years. Lease may be terminated with minimum 6 mos. notice. Uses Lacerte, Proseries, QB. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#130219CONTRA COSTA / ANTIOCH AREA
$339,780 GROSS. Taxes 81% ($378 AVG); Bkkpg 9% ($2,431/Yr AVG); Other 10% (P/R, 1099’s, etc.). 55% Net. Steady yr-round Mo. income. Seller available P-T. Relocatable. Terms, Guarantee and Transition.

CPA PRACTICE#133421EL CERRITO / BERKELEY AREA
$334,379 GROSS. Tax 34% ($958 AVG) Indiv & Estates/Trust Rtns; 1040/1041 for Pvt. Prof. Fiduciary clients: 49% ($882 AVG); 1040/1041 for Non-Prof. Fiduciaries 17% ($2,676 AVG). No appts. for 90%+ of clients. High Net: 91%. Need to relocate to your ofc. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#127821NO. SLO COUNTY /ATASCADERO AREA
$293,350 GROSS. Tax 78% ($598 AVG); Bookkp 11% ($1,651/Yr AVG); Misc. 10% (P/R, Sales Tax/Bus. Prop. Tax Prep). 59% Net. Retain Seller\'s ofc. for highest retention or relocatable. High growth oppty. (wineries, micro-breweries, etc.). Terms, Guarantee, Transition 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.

TAX & CONSULTING#120021REDWOOD CITY
$220,500 GROSS. Taxes 79% ($1,784 AVG); Other (Indiv/Bus. Consulting, Legal, etc.) 21%. Fantastic opportunity to start or build your practice. High Net of 83% and year round mo. income flow. Seller works from home, so practice to be relocated. High Client AGI: $440K. No advertising done and no Bookkpg. services now, so opportunity for growth. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#120001OAKLAND
$200,345 GROSS. ($1,757 Avg, Fee). Spin-off of 45% of tax clients. AGI: $250K. High Net - few of Seller’s expenses apply since practice to be relocated. No in ofc. appts. for 99% of tax clients. Lacerte user. Terms, Guarantee, Transition.
Multiple Offers Received

E.A. TAX PRACTICE#119821REDDING
$198,630 GROSS. 100% Tax ($284 Avg.). If buyer has existing staff and doesn\'t need to replace 2 employees who will be leaving, the Net will be 62%. Mo-Mo lease, practice may be relocated. No in-ofc. appts past 2 seasons. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#116121NO. SAN MATEO COUNTY
$161,500 GROSS. Tax 93% ($763 AVG); Write-up/Acctg 3% (2 clients: $2,250/Yr. AVG); Payroll 4% (7 clients: $857/Yr AVG). High Net: 75% and relocatable (Mo-Mo lease). 50% of clients have no in ofc. appt. Great oppty to start or grow your practice! Terms, Guarantee, Transition Support.

E.A. PRACTICE#116021CASTRO VALLEY/ HAYWARD AREA
$156,000 GROSS. Tax 88% ($452 AVG); Bkkpg. 11% ($4,412/Yr. AVG); Payroll 1%. High Net 78%. Uses Lacerte & QB. Practice to be relocated to your ofc. Terms, Guarantee, Transition Assistance.
Under Contract

EA TAX PRACTICE#114121CONCORD
$153,000 GROSS. 100% Tax ($425 Avg Fee). Spin-off of a book of 1040/Individual tax clients (about 45% of Seller\'s practice) to reduce workload. Grow your practice or start a new practice. Relocate to your office or option to share seller\'s office. Lacerte user. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#112220SCOTTS VALLEY/ SANTA CRUZ AREA
$122,975 GROSS. Tax 93% ($483 AVG); Bkkpg 1% (2 clients: $700 AVG); Consulting & IRS Audits 5%+. High net of 81%. 70% of tax clients have no in office appt. Practice to be relocated to Buyer\'s office. Lacerte user. Terms, Guarantee & Transitional 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.

BOOKKEEPING PRACTICE#111721SAN FRANCISCO BAY AREA (VIRTUAL)
$117,200 GROSS. 100% Bookkeeping. 59 clients; $1,986/Yr Avg. High net: 89%. Seller works from home, so low expenses, no staff & buyer to relocate to their office. Great opportunity to start or add to a practice. Consistent year-round income: approx. half the clients are Monthly and provide about $100K of the total revenues. Terms, Guarantee, Transitional Assistance.
Under Contract

CPA PRACTICE#109621EAST BAY - DUBLIN AREA
$96,800 GROSS. 100% Tax ($707 AVG). Spin-off of a book of tax clients (approx. 62% of practice). Seller now works from home, so need to relocate to your office. High Net: 97%. Client AGI: $200K; 100% have no meeting w/Seller. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#108621REDDING
$86,058 GROSS. Tax 95% ($777 AVG); Acctg. 2% ($1,000/Yr AVG); Misc. 3%. Net: 56% (Includes rent). Ideal to retain Seller’s location, but may be relocated. 90% of tax clients have no in ofc. appts. Terms, Guarantee, Transition.

CPA TAX#106721EL CERRITO/BERKELEY AREA
$67,445 GROSS. 100% Tax ($642 AVG). Very low overhead since Seller works from home. High Net of 77%. Uses Lacerte & QB. Great opportunity to start your practice- or add on to your practice. Tax clients AGI: $178K. Majority have no in office appt. Terms, Guarantee, Transition Assistance.
Under Contract

CPA TAX#104321PLEASANTON
$43,220 GROSS. All tax ($363 AVG). Spin-off of about 12% of practice to reduced workload. Ideal way to start or grow your practice. No in office appts. the past 2 years. Uses Lacerte. Terms, Guarantee, Transition Assistance.
Under Contract

SOUTHERN CALIFORNIA

Listings as of October 28, 2021
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#230219SAN DIEGO COUNTY
$3,205,765 GROSS. Taxes & Consulting 100% ($4.653 AVG). Sellers will consider a full sale or a merger/ partnership. High Net Profit. Excellent staff. High fees for large clients, including many R.E. firms. Lease expires 12/31/19 and practice to be relocated to Buyer’s location. Terms, Guarantee, Transitional & Ongoing Assistance.
Sold

CPA PRACTICE#239919NORTH ORANGE COUNTY
$3,145,631 GROSS. Tax, Write-up, Consulting Services billed together. 47% ($2,308 AVG). Premiere O.C. CPA practice with 1 partner ready to retire, 1 available up to 2 years, 1 to remain / work for new owner(s) long term, 1 partner spinning off $1MM. See separate Listing #210221. Excellent staff. High Net 49% with consistent Mo. income. Terms, Guarantee, Ongoing & Transitional Assistance.

CPA PRACTICE#228021SO. O.C. COASTAL AREA
$2,800,000 GROSS. Tax 71% ($1,613 AVG); Write-up/ Acctg. 29% (21 Clients: $36K/Yr AVG). 46% Net. Lease expires Dec. 2022 (retain location or relocate then). No in ofc. appts. for 75% of tax clients (AGI: $250K). 46 Yr. practice; owned by sellers 24 yrs. Excellent oppty for the right buyer. Terms, Guarantee, Transitional & Ongoing Support (1st tax season).

CPA PRACTICE#220821WEST VALLEY
$2,200,000 GROSS. Taxes 84% ($4,512 Avg); Bkkpg/Bill Pay 16% ($5,000 Avg). High Net: $855K. Tax clients\' AGI $700K, Avg. age: 45. 99% Paperless office. Outstanding opportunity for a firm with strong technical knowledge to add on to your practice. Substantial revenue for a firm that can manage some currently outsourced work. 99% of tax clients have no in ofc. appt. Seller available for 1st year. Terms, Guarantee, Transition Assistance included.
Sold

CPA PRACTICE#214520COSTA MESA-NEAR JOHN WAYNE AIRPORT
$1,450,000 GROSS. Taxes 98% ($1,160 AVG); Tax Planning/ Audits/ Compil./ Misc. 2%. High Net of 65% & High Income clients. Excellent staff. Lease available or relocatable. Terms, Guarantee, Transition & Ongoing Support.
Sold

CPA PRACTICE#210520NORTH ORANGE COUNTY
$1,050,000 GROSS. Tax 71% ($537 AVG); Write-up/Bookkpg 20% ($7,000/Yr. AVG); Payroll 9%. Great Net 53% and top quality staff. Seller available to independent contractor to insure high level of client retention. Lease expires Aug. 2022. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#210221NORTH ORANGE COUNTY
$1,021,974 GROSS. Tax 54%; Write-up/ Bookkpg 42%; Consulting 4%. Great Net, 61%. Tax Clients Avg. Income: $375K-$600K. Outstanding opportunity to expand and includes excellent staff. Relocatable to your office. Terms, Guarantee, Transition Assistance.

E.A. PRACTICE#295821SAN BERNARDINO/ LOMA LINDA AREA (VIRTUAL)
$991,480 GROSS. Tax 57% ($384 AVG); Bkkp 38% ($1,595/Yr AVG); Consulting 5%. Consistent Mo. Income. 56% Net. Virtual: Seller & employees all work remote /from homes. Relocate to Buyer’s location. Seller available to work for new owner Part-time. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#274021THOUSAND OAKS
$740,470 GROSS. Tax Services 86%, Acctg/Bkkpg 3%, Misc/Consulting 1%. Growth opprty. w/increased fees. Highly rated 38+ year practice, well-liked by clients, great location on main Blvd. Owner manages practice; staff does majority of the work. Consistent, year-round income $750K-$800K+. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#270021SAN DIEGO
$730,000 GROSS. Tax 71% ($763 AVG); Acctg/ Bkkpg 23% ($4,158/Yr AVG); Consulting/Misc. 7%. Net 49%. Fantastic oppty. to start or grow your practice. Great Mission Valley location. 100% of tax clients had no in ofc. meetings. For highest retention, Seller wants to work for new owner for 1st year, as needed thereafter. Terms, Guarantee, Intros. & Transition Support.
Sold

TAX & BOOKKPG#272420SOUTH BAY /HERMOSA BEACH AREA
$712,000 GROSS. Taxes 59% ($903 AVG); Bookkpg 41% ($3,606 Yr/AVG). Great location, consistent monthly income, outstanding staff. Seller available (if desired) to work part-time 1st tax season. Lease expires Jan. 2021; buyer can keep office or relocate. Terms, Guarantee, Transitional 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.

CPA PRACTICE#245221ANAHEIM
$452,225 GROSS. Tax 84% ($761 AVG): Write-up/Bkkpg 16% ($1,206 AVG). This will go fast! High Net 76% and good mo.income year round. Lease or relocate to your office. Great opportunity to expand your practice, add a 2nd location, or to start a practice. Seller available to work for new owner first year. Terms, Guarantee, Transition Support.
Offer Accepted

CPA TAX#234721SAN DIEGO-SCRIPPS RANCH AREA
$382,000 GROSS. 100% Tax ($813 AVG). 2021 Gross grew 10%. Consistent mo. income year-round. Ideal location with very reasonable rent, but may be relocated. Seller available to work for new owner 1st tax season and offers Terms, Guarantee & Transition Assistance.

TAX PRACTICE#235021NO. HOLLYWOOD/ BURBANK AREA
$350,000 GROSS. 100% TAX ($449 AVG). 65% Net. Seller owns, but does not work in the practice. To be relocated to an existing practice nearby & 3 tax preparers to be retained. Easy addition to expand your practice! Terms, Guarantee, Transition Assistance.

E.A. TAX & BOOKKPG PRACTICE#234521GREATER RANCHO CUCAMONGA AREA
$350,000 GROSS. Tax 74% ($371 AVG); Bookkpg. 17% ($1,563/Yr. AVG); Other: (Audit, Consulting, Payroll) 9%. Net 56%. Very low A/R and good year-round Mo. income. Seller available/prefers to work for new owner to insure high retention rate. Terms, Guarantee, Transition Assistance.
Under Contract

CPA#233321SAN FERNANDO VALLEY
$333,150 GROSS. Tax Prep: 525%($494 AVG); Write-up/Bkkpg: 48% ($5,978 AVG). High Net of 88%. Option to lease space from Seller or relocate to your office. Seller available to work P-T for new owner to insure high retention. Steady year-round cash flow. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#220521ROLLING HILLS ESTATES/ SO. TORRANCE AREA
$216,500 GROSS. Tax 95% ($567 AVG); Write-up/Bkkpg. 5% ($1,582/Yr. AVG). Seller to retire due to health issues. Practice is relocatable within reason. Excellent opportunity to start or grow your practice. Uses Lacerte & QB. Good year-round income. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#219521SAN DIEGO
$195,000 GROSS. Tax & Acctg. service revenues are combined for spin-off of 123 total clients ($1,585 Avg Fee). To be relocated to Buyer\'s office. No staff included. High Net 83%; high income clients ($300K Avg. AGI). Year-round income and low A/R. Add to or start your practice, this will go fast! Terms, Guarantee, Transition Assistance.
Offer Accepted

CPA PRACTICE#216821SAN DIEGO
$168,000 GROSS. Spin-off of about 27%, tax clients only. High Avg. Fee: $1,739. Net to buyer 99%; No staff included. Tax clients income: $300K. 85% of tax clients have no meetings (drop-offs, mail-ins). Terms, Guarantee, Transition Assistance.

CPA PRACTICE#216221SAN DIEGO-DEL MAR/ ENCINITAS AREA
$162,138 GROSS. Tax 100% ($1,277 AVG). Includes $4K Bkkpg for 2 Annual clients. 70% drop-offs/mail-ins with no appt. 84% Net. No employees to retain. Seller mostly works from home; practice is relocatable. This will go fast! Uses Lacerte & QB. Terms, Guarantee & Transition Assistance.

E.A. PRACTICE#215021REDONDO BEACH/ N.W. TORRANCE AREA
$140,000 GROSS. Tax 79% ($352 AVG); Bookkpg. 21% (14 clients, $2,225/Yr. AVG). Share ofc. or relocate. About 35% of tax clients have no appt. at Seller\'s ofc. Terms, Guarantee, Transition Assistance.

TAX & BOOKKPG#213021HUNTINGTON BEACH
$135,252 GROSS. Tax 86% ($618 AVG); Bookkpg. 12% ($1,063/Yr. AVG); Consulting 2%. High Net: 92%. 80% of tax clients have no meeting in person w/Seller. Addl. $15K Est. revenue projected for 2021 (from Extensions & Bookkpg). Need to relocate to Buyer\'s office. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#211021MURRIETA/ TEMECULA AREA
$128,000 GROSS. Tax 63% ($687 AVG); Write-up/Bkkpg. 35% ($3,783/Yr. AVG); Misc. 1%. High Net 69%. 2021 revenue increase of 19%. Seller works from home (& Exec. Suite). 80% of tax clients have no in person meetings. Great oppty. to start or expand your practice. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#212521SOUTHERN CALIFORNIA -L.A. /WEST SIDE
$125,000 GROSS. Tax 97% ($447 AVG); Other (Consulting/ Payroll) 3%. Net 74% (nearly 100% Net for a Buyer with an existing practice). Seller works from home or a temp. ofc. 67% of tax clients have no meeting in ofc. Terms, Guarantee, Transition Assistance.
Offer Accepted

CPA TAX PRACTICE#212221SAN DIEGO
$122,820 GROSS. Tax 99% ($610 AVG); 1 Bkkpg Client (1%, $900/Yr. AVG). Relocate to your office. 61% Net (higher for buyer who doesn\'t need the Seller\'s P-T staff). 95% of clients don\'t meet w/Seller. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#210021LONG BEACH (VIRTUAL)
$100,000 GROSS. Tax Avg. Fee: $1,042. Spin-off of Tax clients -approximately 15% of practice. Virtual services for many Expat clients (no in office appts). High Net 98%. Client AGI: $200K. Uses Lacerte & ATX. Terms, Guarantee, Transition Assistance.
Offer Accepted

CPA TAX PRACTICE#207011SAN DIEGO
$78,000 GROSS. 100% Tax ($354 AVG). Grow or start your practice. Practice to be relocated to Buyer’s ofc. 65% of clients have no meeting with Seller (drop-off, email, mail tax info). Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#207021TORRANCE
$70,000 GROSS. 100% Tax ($273 AVG). Tax Clients’ AGI: $150K. 100% of clients don’t meet w/Seller. Great opprty. to expand or start a practice. Practice to be relocated to Buyer’s location. Terms, Guarantee, Transition Support.
Offer Accepted

At a difficult time for our family because of my husband’s health, David did an excellent job in finding qualified buyers for my husband’s CPA practice. He handled the negotiations and the practice was sold in a timely fashion. We could not have done this without David’s help. Maureen Carlisto.

Robert Carlisto, CPA

Robert Carlisto, CPA,
Laguna Hills, CA & Professor, CSUF