This established CPA practice has been serving high-wealth individuals and closely-held businesses in the San Diego area for over 30 years. Annual revenue was $632,000 and $680,000 in 2023 and 2024 respectively. Average fee for individual returns in $850. With the help of an experienced staff, the seller has been operating the practice on a semi-absentee basis for the last few years, so there are significant savings to be had for a full-time owner-operator. The seller is open to a variety of transition scenarios.
Tax software: Lacerte
Contact us if you would like to learn more about this opportunity. We will have a detailed report in the next week that you can review after signing a non-disclosure agreement.
