4700CAPasadena$907,063availableAccounting & Tax Brokerage

$1,250,000 - CPA and Wealth Management firm for sale in Pasadena, CA. ref# PAS124. The Seller is looking forward to retirement but is willing to stay on part-time to ensure a smooth transition. The firm employs 3 full-time employees and 1 part-time employee year-round, all of whom are likely to stay after the sale. For tax and accounting services, approximately 5% of clients come in for an appointment, 5% drop-off and 45% mail-in, while the remaining 45% remit their documents electronically. The current office space is available to Buyer if desired. If the current office is not retained, then keeping a location within 5 miles of its current location for clients and staff to travel would be ideal. In 2023, the tax and accounting side of the practice generated a gross revenue of $535k from 98 Individuals with an average fee of $2,641 and 51 Entities with an average fee of $4,027, with $49k in bookkeeping and 2 reviews for a total of $22k. For the Wealth Management side, the firm had gross revenue of $345k. Practice currently uses Lacerte for tax preparation as well as QuickBooks, Accounting CS, Practice CS and Portfolio Center. Seller is looking for an experienced CPA with a strong background in tax and accounting as well as advisory and wealth management experience, with a focus and belief in the Dimensional Fund philosophy. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA on our website at and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824

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