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: 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.