#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
Lee Ribolin, Broker
Lee Ribolin
Broker

Craig Van Laningham
Craig Van Laningham
Agent
Craig Van Laningham
Brandon Ribolin
Small Practice Specialist

NORTHERN CALIFORNIA

Listings as of November 21, 2024
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS (SOUTHERN, CA)

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#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 PRACTICE#113918WALNUT CREEK
$1,400,000 GROSS. Taxes 89% ($1,284 AVG), Acctg 9% ($13,889 AVG); Misc 2%. Terms, Guarantee & Transition 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#195722SONOMA COUNTY
$1,032,990 GROSS. Tax 90% ($1,578 Avg.); Acctg/Bookkpg. 8% ($3,401/Yr. Avg); Consulting/Audits/Forensics 10% ($,1791 Avg). 45% Net. 75% of tax clients have no meeting (drop-offs, etc). Excellent staff. Great year-round cashflow. Terms, Guarantee, Transition Assistance.
Sold

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#199718SAN MATEO COUNTY
$997,814 GROSS. Taxes 100% ($2,501 AVG). 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#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.
Sold

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.
Sold

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. Seller moved out of state; almost \"virtual\" practice; few in ofc. appts. Terms, Guarantee, Transition.
Sold

CPA PRACTICE#172019SANTA ROSA AREA
$702,400 GROSS. Taxes 83% ($833 AVG), Write-up/Acctg 16% ($4,995/Yr. AVG); Other: Consulting 1%. Uses Lacerte & QB. Lease available in Seller-owned bldg. or practice may be relocated. Terms, Guarantee & Transition Assistance.
Sold

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.
Sold

CPA PRACTICE#176718SACRAMENTO COUNTY
$657,280 GROSS. Taxes 73% ($804 AVG); Acctg. 22% ($2,584/Yr. AVG); Consulting/Misc. 6%. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#160122LOS GATOS
$601,375 GROSS. Spin-off of a book of tax clients. $3,341 Avg. fee. To be relocated to Buyer’s office. No assets or staff included, so nearly 100% Net. No in person appts. for 85% of clients. Tax client’s Avg. Income: $585K. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#148918SAN JOSE
$593,300 GROSS. Taxes 59% ($699 AVG); Bookkeeping 37% ($4,657/Yr. AVG); Other: Misc/Consulting 4%. Estab. 30 years. Lacerte user. 20% of clients mail in docs. 98% of tax clients pay at pickup. Seller is available part time. Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#153522MONTEREY AREA
$562,251 GROSS. Tax 70% ($966 Avg); Write-up/Bookkpg. 16%; Other >14%. Seller very recently passed away. Family is seeking a qualified buyer for a quick sale. Net 72% No appts. for 50-60% of tax clients. Employees available. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#150319PALO ALTO AREA
$523,880 GROSS. Taxes 81% ($784 AVG); Write-up/Bkkpg 11% (9 clients: $6,223/Yr. AVG); Other 8% (Consulting, P/R Tax, Compil.). Lease expires 9/30/2020. Terms, Guarantee and Transitional Assistance.
Sold

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

TAX & BOOKKEEPING#151020RANCHO CORDOVA /FAIR OAKS AREA
$510,096 GROSS. Taxes 47% ($415 AVG); Bookkpg 61% ($2,955 AVG); Misc/Consulting 2%. High Net: 70%. Good lease terms. office near Hwy 50. Consistent Gross of $510K-$512K/Yr. Good year-round mo. cash flow. Experienced staff. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#150218SAN MATEO COUNTY
$502,873 GROSS. Taxes 38% ($997 AVG), Acctg 52% ($5,787/Yr. AVG), P/R & Consulting 10%. Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#147421MOUNTAIN VIEW
$437,731 GROSS. 81% Tax Svcs ($1,602 AVG); Bkkpg. 18% ($6,627 AVG), Other 1%. Seller very recently deceased; family to continue to run practice. High Net: 77%. No staff to acquire. Lease ends Feb. 2021 (negotiable or relocate). Lacerte & Sage user. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#142820SAN JOSE
$428,000 GROSS. 100% Tax ($841 AVG) with good year-round cashflow. Great Net: 59% and high AGI of $150K for tax clients. Lacerte user. Seller-owned bldg: lease all or share portion of office OR relocate. 80% of tax returns are by mail, email, etc. (no in office meeting). Relative\'s Forensic Acctg. practice is a great source of referrals. Excellent staff. Seller available through 1st tax season. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#141420CONTRA COSTA COUNTY
$414,643 GROSS. Taxes: 57%% ($511 AVG); Non-profit Audits, Consulting, Tax Rep., Other: 43% ($2,801 AVG). Recently deceased Seller; quick sale needed. Client services have been well-managed. High Net of 79%. 100% of practice OR Tax portion or Audit portion is available separately. Practice to be relocated. Terms, Guarantee, Transitional assistance.
Sold

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.
Sold

CPA PRACTICE#138519DAVIS AREA
$385,000 GROSS. Taxes 79% ($506 AVG), Write-up 1% ($2K AVG); Misc 20% (Planning/YE/PR). 2 sellers retiring, 1 prefers to work P-T for new owner. Lease or relocate practice. Good year-round cashflow. Terms/Guarantee/Transitional Assistance.
Sold

CPA PRACTICE#137519SAN MATEO
$375,085 GROSS. Taxes 100% ($1,316 AVG). High net 74%. Practice may be relocated. 70% of clients are mail-ins (no appt). Terms, Guarantee, Transition.
Sold

CPA PRACTICE#136419CAMPBELL/ SAN JOSE AREA
$364,075 GROSS. 81% Tax ($1,598 AVG); Write-up 15% ($6,875/Yr AVG); Other/Compliance 4%. 85% of tax clients send in tax info. and have no appt. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#134019MORAGA/LAFAYETTE/WALNUT CREEK AREA
$340,000 GROSS. Taxes 84% ($1,140 AVG), Accounting 4% ($3,333/Yr. AVG), Other 12% (Consulting, F/S Statements, Bus. Property Tax Returns, etc.). 64% Net. Lease available or practice may be relocated. Terms, Guarantee & Transition Assistance.
Sold

EA TAX PRACTICE#132418CENTRAL COAST WINE COUNTRY / SLO
$324,700 GROSS. Taxes 100% ($368 AVG). High Net: 63%. Terms, Guarantee and Transitional Assistance.
Sold

EA PRACTICE#130319PLEASANTON
$303,750 GROSS. Tax 85% ($375 AVG); Write-up 5% ($5K/Yr AVG); Misc/P/R 10%. High Net of 67%. Practice may be relocated when lease expires Nov. 2020. Terms, Guarantee &Transition Assistance.
Sold

E.A. TAX & BOOKKEEPING PRACTICE#130329FRESNO
$303,367 GROSS. Tax 48% ($439 AVG); Bookpg 18% ($1,518/Yr AVG); Consulting, CFO/Controller services 34%. Higher potential CFO revenue. Terms, Guarantee, Transition.
Sold

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.
Sold

CPA PRACTICE#126818SONOMA COUNTY - SANTA ROSA AREA
$288,181 GROSS. Taxes 93% ($566 AVG); Bookkeeping (varies) 4% ($2,400 AVG); Other: IRS Audits/Consulting (3% AVG). Steady revenue growth. Seller has excellent staff; Seller prefers to work P-T for new owner (tax prep) and will continue to provide referrals from workshop presentations. 70% of clients send tax info (by mail/email, etc.) and have no appt. Prime location. Wants to sell by 5/31/19; open to price negotiation for a quick sale. Terms, Guarantee & Transitional Assistance.
Sold

E.A. TAX PRACTICE#127522- VIRTUAL
$275,000 GROSS. Tax 97% ($467 Avg.); Bkkpg. 3% (1 client, $7,200/Yr.). Virtual practice: Seller moved out of state, so no in person appts. Net 66%, but higher for buyer with an existing practice. Great opportunity to expand your practice. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#127418ROSEVILLE
$274,000 GROSS. Taxes 69% ($530 AVG), Acctg 14% ($2,276/Yr. AVG), Misc. 17%. Terms, Guarantee & Transition Assistance.
Sold

CPA TAX PRACTICE#125721OAKLAND/ LAKE MERRITT
$257,955 GROSS. 100% Tax ($1,123 AVG). Relocatable. 65% Net (possibly less if 2 employees to retire need to be replaced by Buyer). 1040 Clients Avg. Income $257K. 75% don\'t meet w/Seller (Drop-offs/ mail-ins). Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#124718BERKELEY AREA
$246,900 GROSS. 100% Taxes ($497 AVG). High Net of 92%. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#125117SOUTHERN SANTA CLARA COUNTY
$245,000 GROSS. Taxes 84% ($2,121 avg); Review 8% ($20,680/yr avg); other 8%. Terms and Guarantee.
Sold

E.A. TAX#124320SAN FRANCISCO-POTRERO HILL AREA
$241,096 GROSS. Taxes 100% ($823 AVG). Seller works from home, so practice to be relocated. Seller to retain approx. $57K of $300K+ Total Gross. 60% of clients mail/email/drop off tax info. and don\'t meet w/Seller. Opportunity for growth, add new services. Terms, Guarantee, Transitional Support.
Sold

EA TAX PRACTICE#123719SUNNYVALE AREA
$240,000 GROSS. 100% Tax ($872 AVG). Great opportunity for the right Buyer. Very high Net of 89%. 20% of tax clients send in tax info. and have no meeting. Practice to be relocated to Buyer\'s office. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#123318SAN FRANCISCO FINANCIAL DISTRICT
$233,700 GROSS. Taxes 100% ($1,205 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#123319SAN JOSE AREA
$233,445 GROSS. Taxes 90% ($988 AVG); Write-up 10% (4 Qtrly Clients: $6,000/Yr. AVG). 51% Net Cash Flow. Terms, Guarantee, Transitional Support.
Sold

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.
Sold

BOOKKEEPING PRACTICE#121218ALAMEDA COUNTY
$212,000 GROSS. Bookkeeping 100% ($3,926/Yr. AVG). Terms, Guarantee & Transition Assistance.
Sold

E.A. TAX & BOOKKEEPING#121020ARROYO GRANDE/ PISMO BEACH AREA
$210,280 GROSS. Taxes 77% ($431 AVG); Bookkpg 17% ($1,521 AVG); Other/Misc: 7% ($1,078 AVG). Great opportunity to expand/open your practice or have a 2nd location in the Central Coast region. 30 year practice with consistent revenue and year-round monthly income. Relocatable or lease available. Seller offers Terms, Guarantee & Transitional Support.
Sold

CPA PRACTICE#120918SACRAMENTO
$209,603 GROSS. 100% Tax ($1,286 AVG). Net 68%. Terms, Guarantee & Transitional Assistance.
Sold

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.
Sold

TAX PRACTICE#119920BERKELEY
$189,666 GROSS. Tax 100% ($653 AVG). High Net 91%. Sellers works from home; practice to be relocated to Buyer’s office. Buyer has in office appts. (in typical years) with only 15% of clients. Low A/R. Terms, Guarantee, Transition support.
Sold

CPA PRACTICE#118718PACIFICA AREA
$187,241 GROSS. Taxes 68% ($536 AVG); Write-up 25% ($3,513/Yr AVG); Other 7%. High net 77%. Terms, Guarantee & Transitional Assistance.
Sold

E.A. TAX#118021MILL VALLEY/ MARIN COUNTY
$185,000 GROSS. (2021 Est.). 100% Tax ($1,110 AVG). High Net 72%. Uses Lacerte. 163 clients, 98% send/ drop off tax info & have no meetings w/Seller. Majority of clients pay $200 retainer when they provide tax info. Seller works from home, so practice to be relocated within a reasonable distance. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#116818NAPA AREA
$182,597 GROSS. (Approx. 75% of practice for sale). Seller to retain 25%, prefers to work with new owner as a partner. Taxes 80% ($863 AVG); Write-up/Acctg. 18% ($3,909 AVG). Other 3%. High Net of 75%. Practice may be relocated within reason, but seller has a superior building with lease available. Terms, Guarantee, Transitional and ongoing support
Sold

CPA PRACTICE#116121NO. SAN MATEO COUNTY
$180,000 GROSS. Tax 99% ($883 AVG); P/R 1%. High Net: 78%. Relocate to your office. 68% of clients have no appt. Seller very motivated to sell soon & available Part-Time. Terms, Guarantee, Transitional Assistance.
Sold

FINANCIAL SERVICES & TAX PRACTICE#117218VACAVILLE AREA
$172,000 GROSS. Financial services 81% ($3,403 AVG) and Taxes 19% ($1,131 AVG). Terms, Guarantee & Transition Assistance.
Sold

TAX & PAYROLL PRACTICE#117123BERKELEY
$171,860 GROSS. TAX 64% ($460 Avg.); Payroll/ 1 Bkkpg client 36% ($2,183/Yr. Avg). Net 95%; low expenses. Seller works from home, practice to be relocated. No appts. for 98% of clients. Terms, Guarantee, Transitional Assistance.
Sold

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.
Sold

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.
Sold

CTEC TAX & BKKPG PRACTICE#114219FREMONT AREA
$142,370 GROSS. 95% Tax ($200 Avg. fee); Bookkpg <1% ( 1 client: $1,000/Yr Avg fee); Payroll 5% ($2,187/Yr Avg). Terms, Guarantee & Transitional Support.
Sold

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.
Sold

BOOKKEEPING PRACTICE#112018FAIR OAKS
$120,000 GROSS. Bookkeeping 100% ($2,667/Yr AVG). Terms, Guarantee & Transition Assistance.
Sold

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.
Sold

E.A. TAX PRACTICE#111522OAKLAND -NEAR LAKE MERRITT
$115,280 GROSS. 100% Tax ($766 Avg). 62% Net (higher for buyer with existing practice). Relocate to your ofc. or Seller\'s ofc. may be available. No in person appts. Terms, Guarantee, Transition Assistance.
Sold

EA PRACTICE#111418GRASS VALLEY
$114,383 GROSS. Taxes 100% ($328 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA TAX PRACTICE#111420ATASCADERO
$113,951 GROSS. Tax 99% ($656 AVG); Payroll 1% (2 Clients, $530Yr AVG). High Net 74%. Relocatable or residential, separate office available. Uses Lacerte. Seller Transition & Ongoing Support, Good Terms, Guarantee.
Sold

CPA TAX#111520EL CERRITO/ BERKELEY AREA
$113,790 GROSS. 95% Tax/Tax Planning ($690 AVG); Consulting 5%. High Net: 80%. Practice to be moved to Buyer’s location. Great opportunity to start out on your own or add to your practice, & expect more growth from client referrals seller has turned away. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#111218BELMONT AREA
$112,000 GROSS. Taxes 100% ($552 AVG). Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#110228OAKLAND
$110,375 GROSS. 100% Tax ($849 AVG). Terms, Guarantee & Transitional Assistance.
Sold

CPA TAX PRACTICE#111019VACAVILLE
$110,000 GROSS. Taxes 100% ($534 AVG). High net of 72%. Terms, guarantee and transitional assistance.
Sold

CPA PRACTICE#110718PLEASANTON
$107,590 GROSS. Taxes 79%+ ($606 AVG); Write-up / All FS 16%+ ($3,548/Yr. AVG; Other 4%. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#110418SAN MATEO
$104,000 GROSS. Taxes 88% ($2,716 AVG) and Accounting 12% ($12,000 AVG). Terms, Guarantee & Transition Assistance.
Sold

BOOKKEEPING PRACTICE#110218MARIN COUNTY - PETALUMA AREA
$102,765 GROSS. Bookkeeping 100% ($11,418 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#110018TRI-VALLEY AREA
$100,500 GROSS. Taxes 100% ($728 AVG). 77% Net Cash Flow. Terms, Guarantee and Transitional Assistance.
Sold

EA TAX PRACTICE#111519FAIRFIELD/ SUISUN CITY / VACAVILLE AREA
$100,000 GROSS. Taxes 100% ($411 AVG). High net of 76%. Seller works from home, so practice to be relocated to Buyer\'s location. Terms, Guarantee and Transitional Assistance.
Sold

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.
Sold

CPA PRACTICE#107818FAIR OAKS / RANCHO CORDOVA AREA
$94,980 GROSS. Taxes 80% ($325 AVG); Write-Up 6% ($5,520 AVG); Ext\'s & Consulting 14%. 65% Net. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#109318FRESNO
$93,775 GROSS. Taxes 100% ($199 AVG). High Net of 90%. Practice to be relocated to Buyer’s location. Terms, Guarantee & Transitional Assistance.
Sold

CPA TAX PRACTICE#109222SAN MATEO COUNTY- HALF MOON BAY AREA
$92,417 GROSS. 100% Tax ( 1040/1041\'s only. $797/Avg.). Deceased seller; CPA friend has been managing the practice. Seller worked from home office, so nearly 100% Net. No in-person appts. for 90% of clients. Terms, Guarantee, Transitional Support.
Sold

VIRTUAL TAX PRACTICE#108022INT’L. CLIENTS
$80,000 GROSS. (2022 Est). Tax 100% ( $642 Avg.). 84% Net (100% Net for buyer w/existing practice. Seller works from home; no client appts. Majority of clients are located int’l. Terms, Guarantee, Transitional Assistance.
Sold

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

E.A. TAX & BOOKKEEPING#107420MERCED AREA
$74,560 GROSS. 83% Tax ($330 AVG.); 12% Acctg/Bookkpg ($2,319/Yr. AVG.); Payroll 5% ($894 AVG.). High net of 74%. Great opportunity to expand your practice or for someone to operate their own practice. Easy transition: Seller available for client introductions, has very loyal clients, and practice is relocatable to your office. Terms, Guarantee, Transition Assistance.
Sold

EA TAX PRACTICE#107318SILICON VALLEY
$73,755 GROSS. 96% Tax ($1,610 AVG); 1 Annual Write-up client: 4% ($2,900/Yr AVG).Terms, Guarantee & Transitional Assistance.
Sold

E.A. TAX PRACTICE#107322ALBANY/ EL CERRITO AREA
$73,000 GROSS. Tax 100% ($768 Avg). 94% Net. Great oppty. to start or expand your practice. Relocatable to Buyer\'s office up to 15 miles approx. Very low A/R. Many clients have requested remote/ virtual service and would be open to no in-person appt. Terms, Guarantee, Transition Assistance.
Sold

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.
Sold

EA TAX PRACTICE#106519SANTA ROSA
$65,700 GROSS. 100% Tax ($362 AVG). Month-to-Month rent with option to rent Seller’s office or practice may be relocated within reason. 40% of clients send tax info prior to appt. Terms, Guarantee and Transitional Assistance.
Sold

CPA TAX PRACTICE#106520ALAMEDA
$65,100 GROSS. Taxes 77% ($1,044 AVG); Consulting 23%. High net: 86%. Seller works from home, so practice to be relocated. Add to an existing practice or great opportunity to start a practice. Terms, Guarantee, Transition.
Sold

EA PRACTICE#105518VACAVILLE
$62,000 GROSS. Taxes 100% ($549 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#106018SANTA CLARA COUNTY - SILICON VALLEY AREA
$60,885 GROSS. Taxes 100% ($1,561 AVG). Terms, Guarantee & Transitional Assistance.
Sold

CPA TAX PRACTICE#105923FREMONT
$59,000 GROSS. 100% Tax ($536 Avg. fee). Easy addition to grow your practice. No in-person appts. for 50% of clients. Seller works from home; practice to be relocated to Buyer’s ofc. High net for Buyer. Terms, Guarantee, Transition Support.
Sold

EA TAX#104720SAN MATEO
$47,480 GROSS. Taxes 100% ($409 AVG). Great opportunity to add to your practice! High net of 84%. Re-locatable -Seller works from home. Uses Lacerte. Terms, Guarantee & Transitional Assistance.
Sold

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.
Sold

CTEC TAX & BOOKKEEPING PRACTICE#104918LAFAYETTE / ORINDA / WALNUT CREEK AREA
$42,761 GROSS. Taxes 30% ($315 AVG); Bookkeeping 70% ($1,298 AVG). 61% Net. Shared office available or practice may be relocated. Terms, Guarantee and Transitional Assistance.
Sold

CPA TAX PRACTICE#104023FRESNO
$40,500 GROSS. 100% Tax ($250 Avg). Spin-off: approx. 65% of practice. Seller works from home, so practice to be relocated to buyer\'s office. Net almost 100% for a buyer with an existing practice. Terms, Guarantee, Transitional Assistance.
Sold

CTEC TAX PRACTICE#103519MARIN COUNTY/MILL VALLEY
$35,000 GROSS. 100% Tax ($700 AVG). Sale is for a book of tax clients (spin-off of approx. 20% of practice). No staff or other expenses to acquire. 50% of clients send in their tax info. and have no tax appt. w/Seller. Collections is within 30 days or sooner. Terms, Guarantee and Transitional Assistance.
Sold

SOUTHERN CALIFORNIA

Listings as of November 21, 2024
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS (NORTHERN, CA)

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#228021SO. O.C. COASTAL AREA
$2,768,000 GROSS. Tax 71% ($1,613 AVG); Write-up/ Acctg. 29% (21 Clients: $36K/Yr AVG). 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).
Sold

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#217018WEST LOS ANGELES
$1,700,000 GROSS. Taxes 74% (Tax $2,835 Avg.). Write-up 10% ($10,809/Yr. Avg.). Misc. 12%. Terms, Guarantee & Transition Assistance.
Sold

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#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

TAX & ACCTG PRACTICE#214418LA VERNE
$1,400,000 GROSS. Taxes 52% ($450 AVG); Acctg. 48% ($2,258/yr); Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#227418NORTH ORANGE COUNTY
$1,274,200 GROSS. Taxes 52% ($2,545 AVG); Write-up 13% ($11,657 AVG); Comps/Reviews 20%; Other15%. Terms, Guarantee and Transitional Assistance.
Sold

CPA#215320SOUTH ORANGE COUNTY - LAGUNA NIGUEL AREA
$1,262,522 GROSS. Taxes 80% ($861 AVG); Write-up/Bkkpg 6% ($6,154 AVG); Consulting/Planning, etc. 14%. Outstanding opportunity with steady growth of 5-6% per year, highly efficient staff, year-round mo. cash flow, great location and 2 CPA sellers available (prefer) to work part-time for new owner 2-4 years. Terms, Guarantee & Transitional Support.
Sold

CPA PRACTICE#212022WEST SIDE / SANTA MONICA AREA
$1,200,000 GROSS. Tax & some combined Acctg.: 100% ($1,119 Avg fee). No appts (drop-offs) for 90% of tax clients. Avg. Income: $223K. Practice to be relocated to Buyer\'s location as Seller won\'t retain office when lease expires 12/31/22. Net 60%+. Top notch staff. Terms, Guarantee, Transition Assistance.
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#210220LAX AREA
$1,031,875 GROSS. Avg Fee: $3,175 (Approx. % of Gross for combined billing: Bkkpg 65%, Payroll 1-2%, Tax Prep 25%, Tax Consltg 4%). Good net: 49%. Outstanding staff. Ofc. near LAX, lease expires June 2024. Uses Lacerte & QB. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#210318WEST LOS ANGELES
$1,031,000 GROSS. Taxes 88% (Tax $1.063 Avg.). Write-up 7% ($3,091/Yr. Avg.). Misc. 5%. Terms, Guarantee & Transition Assistance.
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.
Sold

CPA PRACTICE#210019SAN DIEGO
$1,001,693 GROSS. 100% Tax ($2,127 AVG). 66% Net. 8-12% Revenue growth per year. 90% mail-in tax docs. (no appt). Terms, Guarantee, Transitional Support.
Sold

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.
Sold

CPA PRACTICE#297819SAN GABRIEL VALLEY - COVINA AREA
$978,716 GROSS. Taxes 43% ($360 AVG); Write-up/Bkkpg 37% ($4,558/Yr AVG); Payroll 20% ($2,440/Yr Avg). Excellent staff; good year-round cash flow. Seller available to work P-T. Terms, Guarantee & Transitional Assistance. 1 OFFER
Sold

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 PRACTICE#291218ORANGE COUNTY NEWPORT/ IRVINE
$950,000 GROSS. Taxes 41% (Tax $1,462 Avg.). 59% Consulting, Reviews & Reporting.Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#210419TORRANCE AREA
$931,900 GROSS. Taxes 80% ($1,356 AVG); Write-up (Bkkpg/Payroll) 20% ($3,000/Yr AVG). Excellent cash flow, superior staff and great location. Mo-Mo rent (lease option) or practice may be relocated. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#290022CALABASAS AREA
$910,040 GROSS. Tax 60% ($1,022 Avg); Write-up/Bkkpg.31% ($3,492/Yr. Avg); Other 8%+. High Net: 75%. Excellent staff. Seller available, prefers to work for new owner 1st year. No in-person appts. for 95% of tax clients (AGI: $200-$300K). Relocatable or keep Seller\'s office. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#277623ANAHEIM
$811,216 GROSS. Tax 49% ($786 Avg.); Acctg/Bkkpg 37% ($6,354/Yr Avg); Consulting/IRS Audits 14%. Excellent oppty; steady growth & very little work by owner. Seller manages practice; employees do majority of work. Hybrid work (in office & remote). No in person appts. for 90% of tax clients. 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#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#263022WEST LOS ANGELES
$686,000 GROSS. (2022 Est. Gross $686K is 16%+ higher than 2021 Gross due to increase in clients & income). Tax 88% ($1,382 Avg.); Write-up/Acctg 11% ($5,909/Yr. Avg), Consulting 1% (1 client, $4,100/Yr.). 83% Net. No appts. for 95% of tax clients. Seller shares ofc., staff & expenses with brother (CPA, separate practice). Relocatable when lease expires 8/31/23. Seller available to work Part-time. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#266619SAN MARINO/ PASADENA AREA
$666,633 GROSS. Taxes 28% ($655 AVG); Write-up 55% ($3,912/Yr AVG); Consulting, P/R, Sales Tax, etc. 18% ($1,298 AVG). Net 64%. Great Mo. cash flow. 90% drop-offs/mail-ins (no Tax appt).Mo-Mo rent or relocate practice. Need Bilingual Buyer (English & Mandarin). Terms, Guarantee, Transitional Support.
Sold

E.A. TAX PRACTICE#253921SAN DIEGO
$617,880 GROSS. Tax 97% ($1,265 AVG); Audits, Consulting 3%. Appts. pre-booked yr. in advance 5% fee increase, 13%+ increase in Gross. Terms, Guarantee, Transition Assistance.
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#257922NW ORANGE COUNTY /CYPRESS AREA
$579,980 GROSS. Tax 67% ($566 Avg.); Write-up 31% ($2,796/Yr. Avg); Other 2%. Sale of 50% of practice. 52% Net. Paperless office and no in person appts. for 81% of tax clients. Excellent staff & Sellers want to work for new owner. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#256418SOUTH ORANGE COUNTY
$564,000 GROSS. Taxes 63% ($654 AVG); Write-up/Misc. 37% ($1,688/Yr. AVG). Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#255021EAST SAN GABRIEL VALLEY
$563,512 GROSS. Tax 63% ($1,245 AVG); Write-up/Bkkpg 36% ($2,268/YR AVG); Misc 2%. High Net 67%. 100% of tax clients have no appt w/Seller. Terms, Guarantee, Transition Assistance.
Sold

CPA & EA PRACTICE#251619HUNTINGTON BEACH
$525,000 GROSS. Taxes 84% ($1,053 AVG); Write-up/Payroll 16% ($753 AVG). High Net: 72% and steady year-round cash flow. Experienced, efficient staff and 2 Sellers available (if desired) to work part-time for new owner. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#252519SOUTH ORANGE COUNTY
$500,000 GROSS. Taxes 61% ($501 AVG); Write-up/Bookkpg 38% ($4,022/Yr AVG); Other 1%. High net of 80%, steady growth, good Mo. cash flow. Seller works from home, so practice to be relocated. Terms, Guarantee & Transition Support.
Sold

CPA PRACTICE#248520NORTHRIDGE/GRANADA HILLS AREA
$485,750 GROSS. Taxes 42% ($642 AVG); Write-up/Bkkpg 56% ($3,873 AVG); Misc. 2%. Mo-Mo Lease and Seller & staff mostly work from home, so practice is relocatable. Seller available to work PT. 66% of clients don\'t meet w/Seller (drop-offs/email tax info). Oppty for growth. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#245919NEWPORT BEACH
$459,000 GROSS. Tax 89% ($865 AVG); Write-up/Bkkpg 7% ($3,000/Yr AVG); Consulting 4%. Consistent annual revenue, year-round cash-flow and low A/R. 40% of tax clients have no appt. Relocatable (lease expires Nov. 2019). Terms, Guarantee & Transitional Support. 3 Offers Received.
Sold

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#248119VAN NUYS / SHERMAN OAKS AREA
$443,319 GROSS. Tax 72% ($1,817 AVG); Write-up 28% ($6,962/Yr AVG). 55% Net. 88% of tax clients drop-off / mail-in their tax info (no meetings). Terms, Guarantee & Transitional Support. 3 Offers Received
Sold

CPA PRACTICE#242220CHULA VISTA
$422,389 GROSS. Taxes 65% ($516 AVG); Bookkpg 25% ($5,381/Yr. AVG); Consulting 10%. Steady annual revenue growth and year-round income. Great opportunity! Seller works from home; practice to be relocated. Terms, Guarantee, Transitional Support.
Sold

CPA / E.A. PRACTICE#240622WHITTIER/ VIRTUAL
$406,913 GROSS. Tax 100% ($1,133 Avg). No in person appts. with clients. Virtual: Seller & all staff work from homes. Majority of clients are in No. Cal., out of state, Int\'l. Great oppty. for buyer with existing staff as Seller’s staff all are retiring or leaving. Terms, Guarantee, Transitional Assistance.
Sold

EA TAX & ACCOUNTING#229620SOUTH ORANGE COUNTY
$404,670 GROSS. Taxes 61% ($577 AVG); Bookkpg 19% ($1,264 AVG); Other (Consulting, P/R, Rep, etc.) 19%+. Sale is for about 86% of the practice. 68% Net. Strong Mo. cashflow. Great location; share office or relocate to your office. Majority of appts. are pre-scheduled. Terms, Guarantee, Transitional Support.
Sold

E.A. TAX & BOOKKEEPING#239320CORONA
$393,310 GROSS. Taxes 67% ($725 AVG); Bookkeeping 33%. Excellent opportunity with 12%-14% annual growth from fast food businesses, construction & medical. High net 69%. Experienced, high quality staff. Practice is relocatable within reason. \"Virtual\" practice. 100% of clients mail/ email/ drop off tax info. and have no in office meeting. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#238518WESTSIDE L.A.
$385,530 GROSS. Taxes 68% ($1,146 AVG); Write-up 31% ($4,824/Yr. AVG); Other 1%. Excellent staff available. Practice may be relocated. Seller is available to work part-time 1st tax season and offers Terms, Guarantee and Transitional Assistance.
Sold

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.
Sold

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.
Sold

CPA PRACTICE#235019MONTEREY PARK/ ALHAMBRA
$350,000 GROSS. 100% Tax ($2,188 AVG). Client Avg. Income/Yr: $300K-$2MM. Lease expires in 2020. Experienced bilingual CPA (English/Mandarin/Cantonese) buyer required. Terms, Guarantee and Transition Assistance.
Sold

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#237920CITY OF ORANGE
$315,000 GROSS. (2020 Est.). Taxes 88% ($1,601 AVG). Bkkpg 12% ($7,830/Yr AVG, 6 clients). High Net: 75%; Tax clients’ Avg. AGI $250K. Relocatable after lease expires 6/30/21. Uses Lacerte & QB. Yr-round cashflow. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#232219LAKE FOREST
$315,000 GROSS. Taxes 46% ($607 AVG); Write-up/Bkkpg. 54% ($7,291/Yr. AVG). Excellent staff. Good year-round cash flow. Seller available to support the new owner and will provide a Guarantee & transitional assistance.
Sold

CPA PRACTICE#230218WEST VALLEY
$302,000 GROSS. Taxes 92% ($1,048 AVG); Write-up/Misc. 8% ($2,115/Yr. AVG). Terms, Guarantee, Transition.
Sold

E.A. BOOKKPG / TAX PRACTICE#233522SANTA BARBARA
$300,000 GROSS. Tax 36% ($361 Avg); Bookkpg. 57% ($3,455/Yr. Avg.); Payroll 7%. Seller to retain about 10%. Available to work for Buyer to insure high retention. Mo-Mo lease; keep office or relocate to your location. 90% of tax clients have no in person appt. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#228422DIAMOND BAR
$300,000 GROSS. Tax 36% ($617 Avg.); Bkkpg/ Payroll 58% ($2,443/Yr. Avg); Misc/ 1099\'s 6%. High Net of 79%. Indiv. Tax clients: $150K-$200K AGI. Excellent opportunity to expand your practice or add a location. Relocatable when Lease expires 9/30/22. 2 owners and relative to retire. No other employees. Mandarin speaking buyer required. Terms, Guarantee, Transition Assistance.
Sold

EA PRACTICE#227518SAN GABRIEL VALLEY
$275,000 GROSS. Seller offers 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#227120SAN DIEGO
$271,916 GROSS. Taxes 93% ($2,309 AVG): Payroll, 7 Clients ($1,245 AVG). Premium 30 year practice near \"Hotel Circle\" with high Individual & Corp. Avg. Fees. High Net: 59%. 50% of clients have no in office meeting. Relocatable (lease expires Oct. 2020). Seller wants to work part-time for new owner to insure highest client retention. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#226118ESCONDIDO
$270,000 GROSS. (2018 Est.). Taxes & Tax Planning 74%+ ($419 AVG); Write-up 26%+ ($1,909/Yr AVG). Terms, Guarantee & Transitional Assistance.
Sold

CPA VIRTUAL PRACTICE#226021SANTA CLARITA / SAN FERNANDO VALLEY
$260,000 GROSS. 74% Tax ($668 AVG); Write-up/Bkkpg 8% ($3,174 AVG for 7 clients); Misc. 18%(Consulting, IRS Audits, P/R and Sales Tax Rtns, 1 Review, etc). High Net 82%. Seller moved to Las Vegas & operates practice remotely. 99% of clients send tax info. (mail-ins, fax, etc.). Uses Lacerte & QB. Terms, Guarantee, Transition Assistance.
Sold

EA PRACTICE#223418SANTEE
$234,173 GROSS. Taxes 55% ( $386 AVG); Write-up 23% ($2,731/Yr AVG); Other 21% . Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#221322ALHAMBRA
$231,366 GROSS. available. Seller to retain about 29%. Tax 82% ($1,037 Avg); Write-up 11% ($3,660/Yr Avg); P/R 7%. TBD: Seller may keep ofc. or lease may be available. No appts. for 85% of tax clients. Ideal buyer is bilingual: English & Cantonese or Mandarin. Terms, Guarantee, Transition Assistance.
Sold

CTEC TAX & ACCTG. PRACTICE#223118TUSTIN
$231,000 GROSS. Taxes 72% ($492 AVG); Write-up/Acctg. 21% ($1,772 AVG); Other/Payroll 7%. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#223319SANTA CLARITA AREA
$228,078 GROSS. Taxes 46% ($2,167 AVG); Write-up 16% ($4,571 AVG); Other 38% ($10,938 AVG for Consulting, F/S). Virtual Practice: Seller works from home, so practice to be relocated. Terms, Guarantee and Transitional Assistance.
Sold

CPA TAX#222520SAN GABRIEL VALLEY - COVINA AREA
$225,000 GROSS. Taxes 89% ($971 AVG); Payroll 11% ($4,167 AVG, 6 clients). Near the 10 & 210, relocatable. Seller is also an Atty.; wants to reduce workload. Outstanding staff. Terms, Guarantee, Transition Assistance.
Sold

CPA TAX PRACTICE#222223TUSTIN /IRVINE AREA
$222,940 GROSS. Sale of about 70% of practice (tax clients). Tax100%.($616 Avg. fee). 75% Net. Relocatable or keep Seller\'s ofc. No in-person appts. for 75-80% of clients. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#243222SAN DIEGO (VIRTUAL)
$222,427 GROSS. 100% Tax ($708 Avg Fee). High Net 87%. Update: Seller retiring very soon, needs a quick sale. Seller works from home; relocate to Buyer\'s office. 90% of tax clients have no in person meeting w/seller. Terms, Guarantee, Transition Assistance.
Sold

EA PRACTICE#222519HUNTINGTON BEACH AREA
$221,808 GROSS. Taxes 73% ($412 AVG); Bookkeeping 11% ($2,533/Yr AVG); Other 16% (F/S, Tax Planning, Bus. Propty Stmts, Misc). High Net of 70%. Terms, Guarantee and 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#225920CALABASAS AREA
$214,098 GROSS. Taxes 72% ($665 AVG); Acctg.14% (10 clients, $3,660/Yr AVG), Other (F/S, Consulting) 14%. Consistent year-round income. Lease available or relocate to your office. Seller takes most Fridays off during off season. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#221119SAN DIEGO
$211,374 GROSS. Taxes 95% ($1,040 AVG); Other 5%. Clients Avg. Annual Income $225K. 35% drop-off/ email tax info. and have no appt. Good year-round cash flow. Seller works from home, so practice to be relocated to Buyer\'s location. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#220821SAN GABRIEL VALLEY: PASADENA/ARCADIA AREA
$210,000 GROSS. Tax 84% ($744 AVG), Write-up/Bkkpg 13% (2 clients, $13,420/Yr AVG); Consulting 3%. Net 79%. Relocate or possible option to retain Seller\'s office. 60% of tax clients have no meeting at Seller\'s ofc. REQUIRED: Cantonese or Mandarin speaking Buyer. Call or email soon -this will go fast! Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#220819IRVINE
$208,761 GROSS. Taxes 63% ($673 AVG); Write-up/Bkkpg 31% ($2,904/Yr AVG); Other Bkkpg 7% . Relocatable. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#222822CANOGA PARK / WOODLAND HILLS AREA
$203,000 GROSS. Tax 81% ($1,322 Avg.); Bookkpg. 19% ($2,341/Yr. Avg). Net 46% (w/Seller\'s rent & ofc. expenses), but much higher if buyer relocates to their ofc. No in person appts. for 95% of tax clients. Uses Lacerte & QB. Good Terms, Guarantee & Transitional Assistance.
Sold

E.A. TAX & BOOKKPG PRACTICE#220120ORANGE /ANAHEIM AREA
$201,000 GROSS. Tax, Bookpg, Payroll Revenues Combined Avg. Fee: $1,189. 75% Net. Spin-off of about 67%. Great location in Central O.C. Lease available in Seller-owned bldg. or relocate to your office. Uses Lacerte & QB. Terms, Guarantee, Transition Assistance.
Sold

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%. 2023 Revenue increased to $239K. 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.
Sold

CPA PRACTICE#220023OCEANSIDE-CARLSBAD AREA
$200,000 GROSS. Tax 100% ($759 Avg. fee). Net 59% (or 81% if Buyer doesn\'t need Outside Services help during tax season). Few in-person appts. Retain Seller\'s ofc. or possibly relocatable (possible early termination of lease). Terms, Guarantee, Transition Assistance.
Sold

CPA & EA PRACTICE#220020SANTA MONICA / WEST L.A.
$200,000 GROSS. Taxes 100%. ($550 AVG). All 1040\'s. Sellers overwhelmed & selling a small portion of their book for upcoming tax season. Terms, Guarantee and Transitional Support. Waiting for Addl. Details From Seller.
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.
Sold

CTEC TAX PRACTICE#218719SAN GABRIEL VALLEY & SANTA CLARITA AREAS
$187,570 GROSS. 100% Tax ($225 AVG). High Net of 72%. Family practice, 3 sellers work from their homes. Practice to be relocated. 60% of clients send tax info. (mail, drop-off, etc.) and have no appt. Terms, guarantee and transitional assistance.
Sold

CPA PRACTICE (VIRTUAL)#218622SO. OC - RANCHO SANTA MARGARITA
$186,045 GROSS. Tax 47% ($646 Avg); Acctg/Bkkpg. 43% ($3,810/Yr. Avg); Other 10%. High Net 96%. Low A/R. Virtual: Seller works from home; No in person appts. Great opportunity for the right buyer. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#217523SAN DIEGO - MISSION VALLEY
$185,000 GROSS. 100% Tax ($655 Avg fee). Spin-off of about 33% of Seller\'s Total Gross. Almost 100% Net for buyer as no assets or lease to acquire. To be relocated to Buyer\'s office. No in-person appts. for 63% of clients. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#222118SO. ORANGE COUNTY /SADDLEBACK VALLEY - LAGUNA HILLS AREA
$181,300 GROSS. Taxes 100% ($425 AVG). Great Net: 69%. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#218019SAN DIEGO - MISSION VALLEY
$180,705 GROSS. Taxes 91% ($647 AVG); 2 Comps/Reviews 9% ($8,500 AVG). Terms, Guarantee, and Transitional Assistance.
Sold

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#217518SOUTH ORANGE COUNTY
$175,000 GROSS. Taxes 87% (Combined Avg: $1,357). Write-up 13% ($3,286 Avg). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#216820NORTH O.C. - BREA AREA
$168,775 GROSS. Taxes 78% ($598 AVG.); Write-up/Bookkpg 12% ($1,079 /Yr AVG); Consulting, Sales Tax,1099\'s, P/R 10%. 99% Net. No lease or major assets to acquire as Seller works from home and has no staff. Needs quick sale due to Seller\'s serious health issues. Terms, Guarantee, Transitional Support.
Sold

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.
Sold

CPA PRACTICE#221922NO. COASTAL SAN DIEGO
$167,100 GROSS. 100% Tax ($690 Avg). Spin-off-about 74% of practice; relocate to your office. No appts. for 90% of clients. Avg, Income: $209K. High Net 87%. Low A/R. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#216319TORRANCE AREA
$163,405 GROSS. 100% Taxes ($683 AVG). 3 Write-up/Acctg. clients (fees included with Tax fees). Very profitable with Net of 66%. Reasonable rent of $1,450/Mo. or practice may be relocated. Seller offers Terms, Guarantee & Transition Support.
Sold

TAX PRACTICE#216220HUNTINGTON BEACH AREA
$162,730 GROSS. 100% Tax ($348 AVG). Excellent opportunity to expand your practice or own a practice. No lease to acquire. Mo-Mo Rent; practice is relocatable. Experienced, knowledgeable Ofc. Mgr. (15 years) prefers to remain with the practice. Terms, Guarantee, Transitional Assistance.
Sold

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.
Sold

CPA PRACTICE#215718CLAREMONT AREA
$159,005 GROSS. Taxes 79% ($765 AVG); Write-up 12% ($4,695/Yr AVG); Other 9% (IRS Audits, MAS Consulting). Terms, Guarantee & Transitional Assistance.
Sold

EA PRACTICE#215818GLENDALE
$158,233 GROSS. 89% Taxes ($509 AVG); 11% Write-up/Acctg ($1,367 AVG). Good terms and includes Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#215523STEVENSON RANCH/ SANTA CLARITA AREA
$155,310 GROSS. Tax 96% ($520 Avg); Bkkpg 4% (5 clients, $1,320/Yr. Avg). No appts for 85% of tax clients. Seller works from home, need to relocate to Buyer’s ofc. Terms, Guarantee, Transition Support.
Sold

EA TAX PRACTICE#215019CHATSWORTH
$150,000 GROSS. 100% TAX ($368 AVG). High net of 66%. Practice is relocatable. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#215018SAN DIEGO -Clairemont Mesa East Area
$150,000 GROSS. Taxes 82% ($463 AVG), Misc. 18% ($922/Yr. AVG). Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#214719TUSTIN/ IRVINE AREA
$147,530 GROSS. Taxes 71% ($568 AVG); Write-up/Bkkpg 21% ($4,507 AVG/Yr); Other /Planning/Mgmt 7% ($990 AVG). Seller and only employee are retiring. Lease expires Dec. 2019. Practice can be relocated within reason. Great opportunity to start or expand your practice. Terms, Guarantee and Transitional Assistance.
Sold

CPA TAX PRACTICE#214020ORANGE
$140,550 GROSS. Taxes 100% - Simple returns. Month to month lease $1,720 or may be relocated. Terms & Guarantee, Transitional Support.
Sold

EA TAX#214018THOUSAND OAKS AREA
$140,000 GROSS. Taxes 99% ($262 AVG); Consulting 1% ($200 AVG). Terms, Guarantee & Transitional Assistance.
Sold

E.A. TAX PRACTICE#213819GLENDALE
$138,007 GROSS. Taxes 99% ($651 AVG). Relocatable. Terms, Guarantee, Transitional Assistance.
Sold

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.
Sold

CPA PRACTICE#213020IRVINE
$130,804 GROSS. Taxes 96% ($801 AVG); 2 Write-up/Bkkpg clients ($2,500/Yr AVG). Relocatable after lease expires 10/31/20. Great opportunity to start or grow your practice! Terms, Guarantee, Transitional Assistance.
Sold

E.A. TAX #221023SANTA BARBARA
$130,000 GROSS. Sale of about 61% of practice. Tax 78% ($566 Avg); Consulting 22% ($618 Avg). Seller to retain Fiduciary clients. Net 74%. No in-person appts. for 80% of clients. Practice is relocatable when lease expires Dec. 2023. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#217321SOUTH O.C. -LAGUNA NIGUEL AREA
$129,600 GROSS. Tax 70% ($754 AVG); Write-up/Bookkpg. 14% ($3,760 AVG); Other (P/R, 1099\'s) 16% ($3,750 AVG). Retain Mo-Mo lease for Virtual ofc OR may be relocated to Buyer\'s ofc. High net 66%. Sale due to health issues. 70% drop-offs/mail-ins (no Appt w/Seller). Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#212823TORRANCE
$128,525 GROSS. Tax 77% ($856 Avg.); Accounting 7% (7 clients, $1,286/Yr. Avg); Misc/ Planning 16%. Net 53%, but since practice may be relocated, buyer will realize a much higher net. No in-person appts. for 90% of tax clients. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#212524NO. O.C. HUNTINGTON BEACH/ LOS ALAMITOS
$125,410 GROSS. Spin-off of about 20% of practice. Tax ($657 Avg. fee); 2 Qtrly. Bkkpg. clients ($3,555/Yr. Avg). Good oppty. to grow your practice. Relocate to your office. 97% Net. No meetings for 96% of clients. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#212518CANOGA PARK
$125,319 GROSS. Taxes 100% ($488 AVG). Seller recently deceased. Terms, Guarantee and Transitional Assistance.
Sold

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.
Sold

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#212122RIVERSIDE
$121,410 GROSS. Tax 45% ($819 Avg.); Write-up & Bank Reconciliations 8% ($3,143/Yr. Avg.); Consulting/Misc 46% ($8,047/Yr. Avg). High Net 72%. 80% of tax clients have no appt. w/Seller. AGI: $300K. Good Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#212012FOUNTAIN VALLEY/ HUNTINGTON BEACH AREA
$120,000 GROSS. Tax & Writeup 100% ($952 Avg). Net 76%. Practice may be relocated or retain Seller\'s Executive Suite office. No appts. for 50% of tax clients. Terms, Guarantee, Transitional Assistance.
Sold

CPA TAX PRACTICE#211013SAN DIEGO (VIRTUAL)
$110,000 GROSS. Tax 100% ($846 Avg. fee). Net 79% (much higher for buyer with existing practice). No in-person appts. Seller works from home. Terms, Guarantee, Transitional Assistance.
Sold

CPA TAX#212520IRVINE
$105,000 GROSS. Taxes 98% ($521 AVG); Other 2%. Perfect opportunity to grow or start a practice. Sale is for a book of clients only. Practice to be relocated within a reasonable distance. No staff or F&E to acquire. No in-office appts. for 50% of clients. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#210223SAN DIEGO
$102,680 GROSS. Spin-off of a book of clients (= approx. 35% of practice revenue). 56 Indiv. & 10 Bus. clients. $1,556 Avg. fee. Net 99%. No in-person appts. for 99% of clients. Seller works from home; relocate to buyer’s office. Terms, Guarantee, Transitional Assistance.
Sold

TAX PRACTICE#209922VIRTUAL - L.A. /SO. CAL.
$101,845 GROSS. Tax 100% ($533 Avg.). 92% Net. Seller works from AZ home office. No appts. for 95% of clients. 75% of clients in L.A. County. Excellent opportunity to expand or start a practice. Terms, Guarantee, Transitional 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.
Sold

CPA TAX PRACTICE#228219BEVERLY HILLS
$100,000 GROSS. Sale of book of tax clients only. $588 Avg. Fee. Minimal expenses, to be relocated to the Buyer\'s location. 40% of clients mail or send their tax info. and have no appt w/Seller. Terms, Guarantee & Transitional Assistance.
Sold

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.
Sold

CPA PRACTICE#208421NORTHRIDGE
$91,900 GROSS. TAX 100% ($363 AVG). Sale is for a spin-off of a book of tax clients. High Net 96%. 75% of tax clients are mail-ins/ drop-offs (no meeting w/Seller). Great addition to your practice or oppty. to start a practice. Terms, Guarantee, Transition Assistance.
Sold

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

CPA PRACTICE#208322TUSTIN/ IRVINE ARA
$80,500 GROSS. 100% Tax ($866 AVG). 74% Net. Excellent opportunity to expand your practice. Office available w/very low rent: $700/Mo. or practice may be relocated. Seller available to work part-time, if needed. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#207620SO. BAY/ REDONDO BEACH AREA
$76,150 GROSS. Taxes 81% ($797 AVG); Write-up/Bkkpg 15% (4 clients, $2,850/Yr AVG); Payroll 4% (2 clients, $1,700/Yr AVG). Sale is for a book of clients only; Seller to semi-retire, reduce workload. Relocate to your of-fice. 85% of clients don’t meet w/Seller (mail, email, drop off tax info). Terms, Guarantee, Transition Sup-port.
Sold

TAX & BKKPG PRACTICE#207422SAN FERNANDO/NORTHRIDGE
$74,000 GROSS. Tax 78% ($162 Avg); Bookkpg. 22% ($1,231 Avg). Start or expand your practice. 98% Net. Relocate to your office or Seller has available ofc. space. Bilingual (English/ Spanish) buyer required. Terms, Guarantee, Transition Assistance.
Sold

EA PRACTICE#207318LAGUNA HILLS AREA
$72,025 GROSS. Taxes 81% ($613 AVG); Write-up/Bkkpg 19% (3 Clients: $4,600/Yr. AVG). Terms, Guarantee & Transitional Assistance.
Sold

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.
Sold

CPA PRACTICE#206918WESTMINISTER/ GARDEN GROVE AREA
$69,000 GROSS. Taxes 100% ($300 AVG). Practice must be moved! Terms & Large Guarantee.
Sold

CPA TAX PRACTICE#206721NO. SAN FERNANDO VALLEY
$67,280 GROSS. Tax 100% ($748 AVG). Seeking a sale this year due to Seller\'s loss of vision. Almost 100% Net (Seller works from home & P-T staff are leaving. Low A/R- Billing collections upon delivery or at 30 days. Terms, Guarantee, Transition Assistance.
Sold

E.A. TAX PRACTICE#206421SAN DIEGO - KEARNY MESA AREA
$64,604 GROSS. 100% Tax ($497 AVG). Spin-off of a book of tax clients; high % are drop-offs, email/ mail-in with no appt. w/Seller. 96% Net. Relocate to your office or rent office space from Seller ($400/Mo). Great opportunity to start or expand your practice! Terms, Guarantee, Transition Assistance.
Sold

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.
Sold

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. Open to offers.
Sold

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.
Sold

CPA PRACTICE#204818ORANGE COUNTY & SAN DIEGO CLIENTS
$48,080 GROSS. 100% Tax ($467 AVG). 74% Net. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#204518NORTH O.C. - GARDEN GROVE AREA
$45,000 GROSS. 100% Tax ($818 AVG). High Net of 79%. Terms, Guarantee and Transitional Assistance.
Sold

EA TAX PRACTICE#204218FOUNTAIN VALLEY AREA
$42,550 GROSS. Taxes 98% ($404 AVG); 1 Audit 2% ($900). High Net of 79%. Practice is relocatable within a reasonable distance. Terms, Guarantee and Transitional Assistance.
Sold

CPA TAX PRACTICE#203221VIRTUAL/ NEAR LAX
$32,560 GROSS. 100% Tax ($278 Avg. fee). Nearly 100% Net, unless postage /telephone. Seller emails and uses unlimited cellphone. Easy, quick way to grow your practice. Terms, Guarantee, Transition Assistance.
Sold

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.
Sold

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