#5303 - High Desert - CALIFORNIA

$415,000 - CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement and are offering the full firm for sale. The practice is located in a small community and, for confidentiality purposes, the exact location will remain undisclosed until an interested party has reviewed this full profile and expressed continued interest. While the Sellers are looking forward to retirement, they are happy to assist with the transition through the April 2026 tax season. The total number of hours and compensation for this support are negotiable based on the Buyer’s needs. Approximately 75% of clients drop off their information for professional services, 15% prefer in-person appointments, 2% mail in their documents, and the remaining 8% submit everything electronically. Most clients return to pick up and sign their completed returns, while about 15–20% complete the process electronically. The gross revenue of approximately $361,000 is generated from 447 individual tax returns with an average fee of $390; 52 entity returns averaging $780; $112,000 from accounting & payroll services, and $33,000 from tax planning and consulting. The firm is currently operated by two owners, supported by an Office Manager who works full-time during tax season and part-time for the remainder of the year. The client base will transition best to a CPA with several years of tax and accounting experience who can continue providing reviews and financial statement preparation. The ideal Buyer will have strong technical expertise, excellent communication skills, and a commitment to maintaining high-quality professional service. Practice currently uses Lacerte for tax preparation along with QuickBooks for bookkeeping & Smart Vault. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff and financials. For further information please contact us using the message form below. ATB, Inc. CA DRE 02002824