CALIFORNIA

This practice was established and built from scratch in 1993. Most of the growth over the years has been from client referrals and word of mouth. In the past few years, most new business has been turned away except for a few very strong referrals, so there is opportunity to push growth under new ownership. Today, the practice provides service to a little less than 260 clients.

The mix of services in 2024 was approximately 64% tax compliance/preparation and 32% traditional write-up or other services. Average fees on tax returns are $736 on 1040 returns, $1,122 on 1120/1120S returns and $777 on 1065 returns. Three part-time staff members work with the owner to complete all work. The owner plans to retire as well but is open to work for the buyer for a period of time to be sure all clients are transitioned.

Tax software: Lacerte
Accounting software: Quickbooks

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.