#5140 - Concord - CALIFORNIA

This practice was established from scratch in 2019. The owner’s focus has been on providing services to business clients and the business principals. As a result, revenue is split almost evenly between tax services and accounting services. Growth has been aggressive but has now stabilized between 2024 and 2025, with $402,000 in expected revenue from approximately 93 clients. The fees for tax returns average $836 for 1040s, $1,265 for 1120/1120S, and $1,910 for 1065s. The owner has a young family and wishes to focus on them for the foreseeable future, but is open to working with the buyer for a period to ensure the acquisition is a success and all clients are transitioned smoothly. Tax software: Lacerte and Canopy 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.