#5453 - Murrieta - CALIFORNIA

$775,000 - CPA firm for sale in Murrieta, California. This established full-service CPA practice was founded in 2004 and has grown organically through early networking and referrals. The Seller is a CPA with approximately 40 years of accounting and tax experience and is seeking an experienced successor who can assume responsibility for client relationships and ongoing firm operations. The sale represents 100% of the practice. The firm previously provided attest services for non-profit organizations and review services for construction companies; however, those services were discontinued as of January 2026 and are not expected to continue post-sale. 2025 cash basis revenue was $727,117, or approximately $663,00 after removing $64,000 of discontinued attest revenue. Adjusted 2025 Seller discretionary earnings shown on adjusted P&L are approximately $378,000. Revenue included in the sale is generated primarily from individual and business tax preparation, bookkeeping, payroll (primarily after-the-fact), sales tax services, general ledger review, tax planning, and other miscellaneous accounting services. The practice serves 685 individual Form 1040 clients with an average fee of $371, along with 249 business, fiduciary, estate, and exempt organization tax clients with an average fee of $1,004. Client interaction is flexible, with approximately 15% coming in for appointments, 30% dropping off documents, 20% mailing documents, and 35% submitting information electronically. The practice is supported by one full-time Administrative Assistant, one part-time Bookkeeper, and seasonal tax help during tax season. The Seller is willing to remain for transition and support purposes only, preferably with no direct client contact, for approximately nine months to one year on terms to be negotiated. This opportunity is best suited for a CPA, EA, or established firm that is prepared to assume leadership of the practice, invest time into client and staff relationships, and maintain the client-service culture already in place. Practice currently uses Lacerte for tax preparation, along with QuickBooks Desktop, QuickBooks Online, and CFS. 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