#5556 - Tustin - CALIFORNIA

$325,000 - Established CPA tax and accounting practice for sale in Tustin, California. Owned and operated by the current CPA Seller since 2012, the firm is now available as the Seller prepares for retirement. The Seller is seeking a successor who can maintain long-standing client relationships to continue the firm’s efficient, virtual service model. This is a full practice sale. 2025 revenue was approximately $279,349, derived from tax compliance of $154,390, accounting, bookkeeping, and payroll services of $108,364, and consulting, advisory, and other services of $18,095. Average fees are $440 for 185 Form 1040 returns and $1,622 blended for 45 entity returns (5 Form 1120, 33 Form 1120S, and 7 Form 1065), plus $350 per month for 11 monthly bookkeeping clients, 4 annual bookkeeping clients, and 15 live payroll clients averaging five payees each. The Seller will retain approximately $27,000 of friends and family clients after the sale, so the revenue included in the sale is $252,000 with anticipated SDE of $165,000. Production work is performed by a remote, full-time contract CPA licensed in California, who has worked with the firm for about nine years and handles bookkeeping, payroll, and tax preparation. The Seller’s role is primarily review, client communication, and firm management. As a result, the Seller works full time only during tax season and limited, part-time hours in the off-season. The contract CPA is expected to remain with the practice after the sale and is a key part of the opportunity. Client delivery is almost entirely electronic. Approximately 90% of clients transmit documents electronically and communicate by email, telephone, and electronic signature, while approximately 10% mail or drop off documents. The practice has operated virtually since 2020 and is relocatable. This opportunity is best suited for a CPA or established CPA firm, or an Enrolled Agent with solid accounting and financial reporting experience beyond tax. The Buyer should be comfortable with a remote workflow and an offshore production model and able to provide responsive, personal client service. The Seller would prefer an Orange County Buyer to take over the practice. The practice currently uses Intuit ProSeries for tax preparation, along with QuickBooks and CFS, hosted on a cloud server. 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