CALIFORNIA

This CPA practice was founded in 1980 and generated $326,000 gross revenue in 2023. At this point, the owner wishes to transfer a majority of the practice, estimated at $175,000+, to phase out toward retirement. The majority of these clients are individuals with several dozen corporations and partnerships as well. Most of the service needed is tax preparation with a little bit of write-up work. The seller plans to continue to provide service to the balance of the clients with the goal of transferring these to the same buyer in time, assuming this sale goes well. Of course, the seller will be available to assist the buyer through the client transition as needed.

Tax software: Lacerte and Drake

Contact us if you would like to learn more about this opportunity. We have a detailed report you can review after signing a non-disclosure agreement.