#5081 - Cupertino - CALIFORNIA

This practice was established and built from scratch in 2003. A small acquisition in 2010 brought in about $140,000 of client revenue. Other than that, all growth has been from client referrals, 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 more than 400 clients, most of whom are high net worth individuals or executives with small businesses or S-Corporations. The mix of services in 2024 was approximately 77% tax compliance/preparation and 23% traditional write-up or other services. Average fees on tax returns are $970 on 1040 returns, $1,978 on 1120/1120S returns and $1,576 on 1065 returns. The seller did implement a fee increase for all clients in 2025, so these average fees and the overall transferrable revenue are expected to increase significantly.A staff of three works with the owner to complete all work. The owner plans to retire but is open to work for the buyer for a period of time to be sure all clients are transitioned.Tax software: LacerteAccounting software: QuickbooksContact 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.