#5364 - San Francisco - CALIFORNIA

This practice was established and built from scratch in 1996. It grew in the early years through guerrilla marketing, word of mouth, mining potential tax client lists, and meeting potential clients where they were. Today, the practice provides services to a little more than 240 clients, most of whom are moderate- to high-net-worth individuals or executives with small businesses, rental properties, and investments. There are also some corporations, partnerships, and trusts. The mix of services in 2025 was approximately 95% tax compliance/preparation, with the balance in some accounting and consulting services. Average fees on tax returns are $3,222 on 1040 returns, $4,622 on 1120/1120S returns, and $4,227 on 1065 returns. A staff of three works with the owner to complete all work. The owner would like to stay on for some time to help with the transition of clients, staff, and the business to the buyer. Two unique things that add great value to this acquisition opportunity: 1) the seller is a rainmaker and would like to develop additional business for the buyer; and 2) the seller would like to take a significant portion of the purchase price as consulting fees, providing the buyer with immediate depreciation instead of the typical 15-year amortization. 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.