#5374 - Marin County - CALIFORNIA

This tax practice was founded in 1990 and has undergone a story of growth and evolution since. Starting as a single owner from scratch, growth was all client referrals, with a little bit from marketing. A small EA practice acquisition in 2009, followed by a partner joining with their own book of business in 2012, really changed the revenue and complexion of the business. That partner left the practice in late 2025, and the owner has subsequently returned the business to the solo operation it was over a decade ago. The revenue is all from tax preparation and planning services with strong average fees of $2,478 on individual tax returns, $6,120 on corporate tax returns, $2,163 on partnership returns and $1,658 on trust and other returns. The client mix is mid to high-wealth individuals, along with several dozen companies and trusts. Niche focuses are real estate, stock-based compensation, and self-employment. The owner plans to retire upon the sale of the practice, but will invest time and effort in transitioning the clients as needed. Tax software: UltraTax 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.