#5547 - Encino - CALIFORNIA

$550,000 - Established CPA tax and accounting practice for sale in Encino, California. The Seller has operated the firm for more than 10 years and is now preparing for retirement. The Seller is seeking a qualified CPA successor who can continue serving a long-standing client base with strong tax, accounting, and entity tax return experience. This is expected to be a full firm sale. 2025 gross revenue of approximately $436,488 is derived from income tax preparation and related accounting services. Entity tax return fees include related services such as bookkeeping adjustments, payroll tax returns, sales tax returns, business license preparation, pension plan accounting, business property tax returns, and owner individual returns billed through the related company. Gross revenue includes 88 Individual 1040 tax clients with an average fee of $1,588 and 135 entity returns with an average fee of $2,198. Ancillary and related services are included in the entity’s average fee, with a detailed breakdown provided in the Recast Excel supplement. The firm operates with a remote-friendly workflow. Approximately 69% of clients send information electronically, 25% mail documents, 5% drop off information, and only about 1% come in for appointments. Client communication is primarily handled by email and telephone, with many signatures completed electronically. This opportunity is best suited for a CPA or established CPA firm with strong tax preparation, entity, trust, accounting, and client advisory experience. The office is currently located in Encino, but the Seller believes a location anywhere along the 101 corridor from Woodland Hills to Studio City would likely provide the strongest client retention. The practice currently uses ProSystem fx for tax preparation, along with CFS, QuickBooks, practice management software, ShareFile, and GoToAssist. 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 0200282