Hannah Boctor

Virtual client base and above-market average fees per return. Buyers seeking a high-value, fully virtual client base will find this one hard to match.• The owner is a CPA• Software in use: UltraTax• 87 individual tax returns with an average fee of $1,576 per return• 38 business tax returns with an average fee of $2,511 per return• 1 other tax return with an average fee of $1,500 per return ... Less

Seller is only open to an established practitioner located in southern California.• The owner is a CPA• This practice was established in 2005• No clients meet with the seller in person; all are serviced virtually. • Software in use includes Lacerte• Approximately 62 individual tax returns with an average fee of $1,180 per return• Approximately 10 business tax returns with an average fee of $1,560 per return• Approximately 15 other tax returns with an average fee of $1,900 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $119,035 (Proj.-2025)• Lease is N/A. Seller operates out of a home office. ... Less

Priced at less than 2x Cash FlowSeller prefers a CPA with at least 5 years of tax experience with a CPA firm or a CPA in public accounting management (tax manager or principal) Experience in tax, client and workflow management, trust and estate knowledge is important. • Seller is a CPA and willing to assist in transition including being on site, if needed• Clients are serviced remotely• Approximately 28 individual tax returns with an average fee of $2,213 per return• Approximately 103 business tax returns with an average fee of $1,964 per return• Approximately 55 other tax returns with an average fee of $1,319 per return• Approximately $47,000 in gross revenue from consulting and other fees• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $344,264 (2024)• Home office ... Less

• The owner is a CPA• Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area• Software in use includes Pro Series, Accounting XPert, QuickBooks• Approximately $123,000 in annual revenue, via bookkeeping (45 clients) • Approximately $33,000 in annual revenue from Payroll and other services• Approximately 563 individual tax returns with an average fee of $454 per return• Approximately 91 business tax returns with an average fee of $929 per return• Approximately 55 other tax returns with an average fee of $818 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $186,510 Proj. 2025• Seller owned building, 65% of space used for accounting practice ... Less

• The owner is an EA• This practice was established in 1981• Software in use includes ATX MAX• Approximately 373 individual tax returns with an average fee of $449 per return• Approximately 35 business tax returns with an average fee of $716 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $124,177 (2024)• Lease expires: April 2027 and is assumable ... Less

• The owner is a CPA• This practice was established in 1981• Tremendous growth potential for an ambitious new owner• Software in use includes Lacerte, QuickBooks, RIA Checkpoint• Approximately $19,000 in annual revenue, via bookkeeping (11 clients) • Approximately 93 individual tax returns with an average fee of $1,026 per return• Approximately 29 business tax returns with an average fee of $2,739 per return• Approximately 8 other tax returns with an average fee of $4,999 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $192,000 (2024)• Seller owns building. Available for Lease or Sale ... Less

• The owner is a CPA• This practice was established in 1976• Software in use includes Intuit ProSeries• Approximately $27,540 in annual revenue, via bookkeeping (9 clients)• Approximately $5,000 in annual revenue, via compilations• Approximately 60 individual tax returns with an average fee of $836 per return• Approximately 40 business tax returns with an average fee of $2,662 per return• Approximately 5 other tax returns with an average fee of $235 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $81,378 (2024)• Seller owns office space. ... Less

• The owner is a CPA• This practice was established in 1993• Software in use includes Lacerte and QuickBooks• Approximately $17,800 in annual revenue, via bookkeeping (12 clients)• Approximately $45,500 in annual revenue, via payroll (68 clients)• Approximately $7,400 in annual revenue, via other projects • Approximately 690 individual tax returns with an average fee of $770 per return• Approximately 110 business tax returns with an average fee of $1,230 per return• Approximately 55 other tax returns with an average fee of $995 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $519,942 (Proj-2025)• Seller owns office space. ... Less

• The owner is a CPA• This practice was established in 1990• Software in use includes Drake• Approximately $35,500 in annual revenue, via bookkeeping (10 clients)• Approximately 240 individual tax returns with an average fee of $430 per return• Approximately 170 business tax returns with an average fee of $520 per return• Approximately 10 other tax returns with an average fee of $745 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $179,103 (Proj.-2025)• Lease is month-to-month. The office is an “on-demand” space that seller uses during busy season. Besides this, seller works from home and services clients remotely. ... Less

Motivated Seller - Terms and Guarantees Available• The partners are CPAs - one partner willing to stay on with new buyer• The sellers prefer a buyer located in San Joaquin County or neighboring counties • This practice was established in 2002• Practice supported by trained staff (tax preparer, bookkeepers)• Software in use includes Lacerte Tax, Accountants World, QuickBooks• Approximately $84,000 in annual revenue, via bookkeeping (18 clients) • Approximately $85,000 in annual revenue, via Payroll Processing (53 clients) • Approximately 600 individual tax returns with an average fee of $450 per return• Approximately 137 business tax returns with an average fee of $1,095 per return• Approximately 34 other tax returns with an average fee of $912 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $332,000 (2024)• Lease assumable ... Less

• The owners are CPAs• This practice was established in early 1990's• Software in use includes UltraTax• Approximately $165,000 in annual revenue, via bookkeeping (44 clients)• Approximately $80,000 in annual revenue, via consulting (50 clients)• Approximately $209,000 in annual revenue, via payroll processing (80 clients)• Approximately $27,000 in annual revenue, via audit and review (3 clients)• Approximately 1,300 individual tax returns with an average fee of $1,095 per return• Approximately 400 business tax returns with an average fee of $2,720 per return ... Less

• The owner is an EA• This practice was established in 2004• All clients are serviced remotely• Software in use includes ProSeries• Approximately 180 individual tax returns with an average fee of $470 per return• Approximately 90 business tax returns with an average fee of $950 per return• Approximately 15 other tax returns with an average fee of $1,900 per return• Annual cash flow is omitted as this is a book of business• Lease is N/A. Seller operates from a home office. ... Less

• The owner is a CPA• This practice was established in 1979• Software in use includes UltraTax, Checkpoint Research, Mango Practice Management, MS Office• Approximately $105,000 in annual revenue, via bookkeeping (57 clients)• Approximately $94,000 in annual revenue, via audit and review (16 clients)• Approximately $79,000 in annual revenue, via client admin (411 clients)• Approximately $42,000 in annual revenue, via consulting (72 clients)• Approximately $11,000 in annual revenue, via payroll (7 clients)• Approximately 185 individual tax returns with an average fee of $785 per return• Approximately 100 business tax returns with an average fee of $1,390 per return• Approximately 45 other tax returns with an average fee of $980 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $397,000 (Proj.-2025)• Lease is month-to-month. ... Less

• The owner is a CPA• This firm was established in 1970• Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX• Approximately 213 individual tax returns with an average fee of $2,113 per return• Approximately 43 business tax returns with an average fee of $3,488 per return• Approximately 108 other tax returns (1041,709,706) with an average fee of $1,963 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $307,000 (2024)• Month to month Lease ... Less

• The owner is an EA• This practice was established in 2017• Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties• Software in use - Lacerte• Approximately 258 individual tax returns with an average fee of $616 per return• Approximately 19 business tax returns with an average fee of $1,610 per return• Approximately 20 Fiduciary returns with an average fee of $611 per return• Approximately 4 other amended tax returns with an average fee of $1,099 per return (nonrepeat business)• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $104,000 (2024)• Lease expires: 12/2025 ... Less

• The owner is an EA• This practice was established in 1970• Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome, Adobe PDF, MS Office, GoogleDocs• Approximately $86,000 in revenue generated from bookkeeping (48 clients)• Approximately $57,500 in revenue generated from Payroll Processing (38 clients)• Approximately 150 individual tax returns with an average fee of $550 per return• Approximately 25 business tax returns with an average fee of $850 per return• Approximately $7,800 in revenue generated from other services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $96,843 (Proj. 2025)• Lease expires on December 31, 2025 ... Less

• The owner is an EA• This practice was established in 2015• The practice has a strong concentration of restaurant clients, presenting a niche opportunity for a buyer experienced in the food service industry• Approximately $99,000 in annual revenue, via bookkeeping (57 clients) • Approximately $137,000 in annual revenue, via Payroll Processing (53 clients) • Approximately $43,000 in annual revenue, via other services• Approximately 70 individual tax returns with an average fee of $150 per return• Approximately 50 business tax returns with an average fee of $700 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $206,000 (Proj. 2025)• Lease expires: 10/31/30 ... Less

• This bookkeeping practice was established in 2015• Software in use includes QuickBooks Desktop and Online• Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately $148,000 in annual revenue, via Payroll Processing (85 clients) • Practice is supported by a dedicated and experienced team that has played a key role in its continued growth.• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $493,000 (2024)• Lease expires: 4/30/26 with 3-year option to extend ... Less

• The owner is a CPA• This practice was established in 1990• Software in use includes Lacerte, QuickBooks, MS Office• Approximately $637,000 in annual revenue, via bookkeeping (70 clients)• Approximately 450 individual tax returns with an average fee of $960 per return• Approximately 260 business tax returns with an average fee of $1,930 per return• Approximately 30 other tax returns with an average fee of $2,080 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $957,634 (Proj.-2025)• Lease expires 9/30/2025. The space is a B level ground floor office in business park. ... Less

• The owner is a CPA• This practice was established in 1994• Software in use includes prosystem fx• Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties• Approximately $20,000 in annual revenue, via consulting• Approximately 455 individual tax returns with an average fee of $495 per return• Approximately 57 business tax returns with an average fee of $776 per return• Approximately 10 other tax returns with an average fee of $441 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $129,000 (2024)• Lease expires August 2025 then converts to Month to month ... Less

• The owner is a CPA• This practice was established in 2013• Software in use includes QuickBooks, ATX• Approximately $280,000 in annual revenue, via bookkeeping (50 clients)• Approximately 140 individual tax returns with an average fee of $700 per return• Approximately 60 business tax returns with an average fee of $1,700 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $269,000 (Proj 205)• Lease expires February 2028. ... Less

• The owner is a CPA• This practice was established in 1987• Software in use includes Ultra Tax, Pro-Series Intuit, QuickBooks• Approximately 290 individual tax returns with an average fee of $835 per return• Approximately 80 business tax returns with an average fee of $3,980 per return• Approximately 20 other tax returns with an average fee of $1,705 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $330,680 (2024)• Lease expires November 25th, 2025. Suite in building with good visibility to parking lot. ... Less

• The owner is a CPA• This practice was established in 1993• Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks• Approximately $325K in annual revenue, via bookkeeping (35 clients)• Approximately $260K in annual revenue, via other projects • Approximately 280 individual tax returns with an average fee of $1,020 per return• Approximately 90 business tax returns with an average fee of $1,945 per return• Approximately 10 other tax returns with an average fee of $7,175 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $255,277 (2024)• Lease expires September 30, 2026. Lease for part of second level of a commercial office building. Currently space is 5 separate rooms and 1 reception and open space. Building is located on the corner of the main road. Parking lot is ample and accessible. ... Less

• The owner is a CPA• This practice was established in 1997• Seller prefers a buyer who will manage the practice in Sun City or the surrounding area• Software in use includes Drake Tax, QB Desktop, QB online, & SURE PayrollProjected Revenue for 2025 is as follows:• Approximately $84,000 in annual revenue, via Bookkeeping (41 clients) • Approximately $40,000 in annual revenue, via Payroll (45 clients) • Approximately 875 individual tax returns with an average fee of $218 per return• Approximately 125 Easy Simplified returns with an average fee of $92 per return• Approximately 82 business tax returns with an average fee of $463 per return• Approximately $15,500 of revenue from Other Services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $173,760 (Projected 2025)• Lease expires January 2026, lease assumable ... Less

• The owner is a CPA• This practice was established in 2016• Software in use includes Lacerte• Approximately 400 individual tax returns with an average fee of $350 per return• Approximately 100 business tax returns with an average fee of $850 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $179,562 (2024 and proj.-2025)• Lease is month-to-month. ... Less

• The owner is a Registered Tax Return Preparer• This practice was established in 1990• Software in use includes Thompson Reuters UltraTax• Approximately $20,400 in annual revenue, via bookkeeping (10 clients)• Approximately 500 individual tax returns with an average fee of $350 per return• Approximately 60 business tax returns with an average fee of $1,365 per return• Approximately 15 other tax returns with an average fee of $535 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $190,893 (2024)• Lease expires 11-30-2025 with the option to renew. ... Less

• The owner is a CPA• This practice was established in 1990. • About 15% of clients meet with the seller and staff• Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro• Approximately $90,000 in annual revenue, via bookkeeping (360 clients)• Approximately 863 individual tax returns • Approximately 460 business tax returns • Approximately 65 other tax returns• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $1,195,750 (Proj.-2025)• Lease expires in 5-31-2026. Office space is eleven private offices, a computer room, a general open workspace, a kitchen, and a reception area. ... Less

• The owner is a CPA• This practice was established in 2009• Software in use includes Lacerte, QuickBooks, CFS• Approximately $100,200 in annual revenue, via bookkeeping (40 clients)• Approximately 710 individual tax returns with an average fee of $345 per return• Approximately 200 business tax returns with an average fee of $1,030 per return• Approximately 60 other tax returns with an average fee of $580 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $410,878 (2024) and $466,026 (Proj.-2025)• Lease expires 5/31/2026. Office is a single-story courtyard building with various professional and service businesses. ... Less

• This practice was established in 1975• Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish• Software in use includes UltraTax, Datatech & Crosslink• Approximately $288,000 in annual revenue, via bookkeeping (37 clients) • Approximately 489 individual tax returns with an average fee of $257 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $137,000 (2024)• Office Lease Assumable ... Less

• The owner is a CPA• This practice was established in 2001• Software used is Lacerte• Approximately $35,800 in annual revenue, via bookkeeping (10 clients)• Approximately 575 individual tax returns with an average fee of $505 per return• Approximately 100 business tax returns with an average fee of $1,165 per return• Approximately 25 other tax returns with an average fee of $800 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $295,420 (Proj.-2025)• Lease is month-to-month. ... Less

• The owner is a CPA• This practice was established in the 1970s, current owner since 2009.• Less than 15% of clients meet with the seller and staff• Software in use includes Thomson Reuters Suite of Software• Approximately $57,000 in annual revenue, via bookkeeping (20 clients)• Approximately $52,000 in annual revenue, via consulting (150 clients)• Approximately $104,300 in annual revenue, via payroll processing (47 clients)• Approximately $64,400 in annual revenue, via EFM support services • Approximately 840 individual tax returns with an average fee of $800 per return• Approximately 125 business tax returns with an average fee of $2,435 per return• Approximately 75 other tax returns with an average fee of $1,280 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $697,575 (Proj. 2025)• Seller owns office building. ... Less

• The owners are CPAs• This practice was established in 2021• Less than 5% of clients meet with the seller and staff• Software in use including Lacerte• Approximately 250 individual tax returns with an average fee of $811 per return• Approximately 35 business tax returns with an average fee of $1,181 per return• Approximately 15 other tax returns with an average fee of $519 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $233,000 (2024)• Lease is month-to-month. ... Less

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area• This practice was established in 1996• Less than 5% of clients meet with the seller and staff• Practice is cloud-based and their software in use includes Lacerte, CFS, QuickBooks, TimeSlips, and Microsoft Office• Approximately 165 individual tax returns with an average fee of $1,145 per return• Approximately 140 business tax returns with an average fee of $1,445 per return• Approximately $45K in annual revenue, via review & compilations• Approximately $345K in annual revenue, via consulting and other projects• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $566,474 (2024)• Lease expires 12-31-2025 ... Less

• The owners are CPAs (Inactive)• This practice was established in 2022• Software in use includes ProSeries & QuickBooks• Approximately $64,000 in annual revenue, via bookkeeping (200 clients)• Approximately $84,000 in annual revenue, via consulting (144 clients)• Approximately 550 individual tax returns with an average fee of $360 per return• Approximately 150 business tax returns with an average fee of $955 per return• Approximately 10 other tax returns with an average fee of $390 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $341,686 (2024)• Lease is month-to-month. Space consists of four offices, a reception area, a kitchen, and a supply room. ... Less

• The owner is a CPA• This practice was established in 1988• Software in use includes Thomson Reuters• Approximately $38,000 in annual revenue, via bookkeeping (12 clients)• Approximately $4,500 in annual revenue, via Audit & Review• Approximately 340 individual tax returns with an average fee of $819 per return• Approximately 112 business tax returns with an average fee of $2,623 per return• Approximately 49 other tax returns with an average fee of $1,520 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $375,000 (2024)• Month to month Lease ... Less

• The owners are EAs• This practice was established in 2005• The seller prefers a buyer who will service the clients in Tucson or the surrounding area• Software in use includes Drake, ATOM, QuickBooks, QBO, Office365, Adobe, TicTieCalc, Splashtop, Windows 11, Windows Server 2019• Approximately $21,000 in annual revenue, via bookkeeping (20 clients)• Approximately 2,705 individual tax returns with an average fee of $428 per return• Approximately 133 business tax returns with an average fee of $827 per return• Approximately 83 other tax returns with an average fee of $602 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $538,000 (Proj. 2025)• Lease expires 1/31/2027. Grade A commercial office building on major thoroughfare with underground parking and option on additional space for future expansion ... Less

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available.• The owners are CPAs and EAs• This practice was established in 1989• Software in use includes ProSeries, QuickBooks, AME, CFS• Approximately $8,900 in annual revenue, via bookkeeping (12 clients)• Approximately 735 individual tax returns with an average fee of $365 per return• Approximately 65 business tax returns with an average fee of $730 per return• Approximately 20 other tax returns with an average fee of $475 per return• Approximately $40,000 in annual revenue, via payroll & other projects• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $167,000 (2024)• Owner of office space is related to seller. Single family home converted into commercial office space. ... Less

• The owner is an EA• This practice was established in 2006• Trained staff willing to stay on with new owner• Software in use includes UltraTax, Sureprep, Safesend, Quickbooks, Team Viewer, Excel, Word, Outlook, Carbonite2025 Revenue Breakdown 7/01/24 - 6/30/25• Approximately $154,000 in annual revenue, via bookkeeping (79 clients)• Approximately 454 individual tax returns with an average fee of $407 per return - gross $185,000• Approximately 60 business tax returns with an average fee of $966 per return - gross $58,000• Approximately 25 other tax returns with an average fee of $781 per return - gross $20,000• Approximately $39,000 in annual revenue, via payroll processing (30 clients)• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $289,000 (Proj. 2025)• Seller owns office space and will rent to new owner.Note: This is a portion of a larger ... Less

Please be informed that the seller is only willing to entertain buyers who are agreeable to the following terms:Purchase Price: $3MMSeller Financing: 5% of the purchase price or $150K, personally guaranteed with a promissory note, payable 12 months after close. Transition: 120 hours over a period of 60 days after close.Close: 60-75 days to close from contract sign date.·• The owner is a CPA• This practice was established in 2010• Software in use includes Lacerte, QuickBooks, MS Office• Approximately 70 bookkeeping clients generating $879,600 in revenue• Approximately 92 individual tax returns, with an average fee of $699 per return• Approximately 115 business tax returns, with an average fee of $1,574 per return• Approximately 3 business tax returns, with an average fee of $7,003 per return• Approximately $104,500 in revenue from other services (1099, entity creation, etc.)• Approximately $60,700 in revenue from ... Less

Seller will only consider CPA licensed prospects.• The owners are CPAs. • This practice was established in 2007• Software in use includes Lacerte, QuickBooks, Practice CS, GoFileRoom, ShareFile• Approximately $120,500 in annual revenue, via bookkeeping (21 clients)• Approximately 540 individual tax returns with an average fee of $410 per return• Approximately 190 business tax returns with an average fee of $1,330 per return• Approximately $549,000 in annual revenue, via audits• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $700,449 (2024)• Lease expires 12/31/2026. ... Less

Seller will only consider buyers located in California.• The owner is a CTEC• This practice was established in 1999• Software in use includes CCH ProSystems FX Tax• Approximately $14,080 in annual revenue, via consulting (35 clients)• Approximately 120 individual tax returns with an average fee of $800 per return• Approximately 5 other tax returns with an average fee of $250 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $82,519 (2024)• Lease is N/A. Seller operates from a home office. ... Less

• The owner is a CPA• This practice was established in 1991• Software in use includes Drake• Trained staff interested in staying on with new owner• Approximately $99,000 in annual revenue, via bookkeeping (12 clients)• Approximately $50,000 in annual revenue, via consulting & other services (25 clients)• Approximately 515 individual tax returns with an average fee of $727 per return• Approximately 70 business tax returns with an average fee of $920 per return• Approximately 35 other tax returns with an average fee of $584 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $212,000 (2024)• Lease expires 6/30/2025, open to extending. ... Less

• The owner is a CPA• This practice was established in 1979• Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeriesTotal 2024 gross revenue - $186,000• Approximately $30,000 in annual revenue, via write-up & bookkeeping services (33 clients)• Approximately $10,000 in annual revenue, via consulting (25 clients)• Approximately 285 individual tax returns with an average fee of $385 per return - gross $108,000• Approximately 33 business tax returns with an average fee of $930 per return - gross $30,000• Approximately 15 other tax returns with an average fee of $540 per return - gross $8,000• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $141,000 (2024)• Lease is month-to-month. ... Less

Available after 4/15This is a unique boutique firm that specializes in 179D, Cost Segregation, and R&D. • The owner is a CPA• This practice was established in 2004• Virtual firm in which all meetings with clients take place over the phone or via Zoom• Software in use includes RSMeans• Approximately 9 R&D projects with an average fee of $35,171 • Approximately 12 179D projects with an average fee of $16,113 • Approximately 11 Cost Seg. projects with an average fee of $11,753 • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $534,046 (Proj 2025)• Lease is N/A. This is a virtual practice. ... Less

Sellers prefers a buyer practicing in the Greater Seattle Area • The owner is a CPA• This practice was established in 1986• Software in use - Drake• Approximately 657 Individual tax returns with an average fee of $375 per return• Approximately 16 Business returns with an average fee of $694 per return• Approximately 35 Trust & Estate returns with an average fee of $388 per return• Approximately $42,473 revenue generated from Service bureau•Approximately $3,382 revenue generated from Consulting• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $251,454 (2024)• Lease expires: NA - Seller owns office, option to rent or buy from seller. ... Less

• The owner is a CPA• This practice was established in 1993• Software in use includes CS Accounting, CS Tax• Approximately $156,500 in annual revenue, via bookkeeping (24 clients)• Approximately 400 individual tax returns with an average fee of $400 per return, of which ~50% to be sold• Approximately 100 business tax returns with an average fee of $825 per return, of which ~70% to be sold• Approximately 5 other tax returns with an average fee of $1,000 per return• Approximately $44,500 in annual revenue, via payroll processing (17 clients)• Annual cash flow is omitted as this is a book of business.• Lease is N/A. ... Less

• The owner is a CPA• This practice was established in 1983• Software in use includes Ultra Tax, QuickBooks, Desktop Pro Plus, QuickBooks Online• Approximately $21,000 in annual revenue, via bookkeeping (83 clients)• Approximately $28,500 in annual revenue, via consulting and payroll (68 clients)• Approximately 725 individual tax returns with an average fee of $290 per return• Approximately 80 business tax returns with an average fee of $545 per return• Approximately 40 other tax returns with an average fee of $350 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $219,987 (2024)• Seller owns office space; willing to lease to buyer. ... Less

• The owner is a CPA• This practice was established in 1985 and incorporated in 2003• Seller prefers a buyer located in the greater Sacramento area• Software in use includes UltraTax, Fixed Assets CS, Accounting CS, Practice CS, QuickBooks• Approximately $254K in annual revenue, via bookkeeping (128 clients)• Approximately 485 individual tax returns with an average fee of $676 per return• Approximately 83 business tax returns with an average fee of $639 per return• Approximately 110 other tax returns with an average fee of $755 per return• Approximately $3K in annual revenue for other services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $193,102 (2023)• Seller owns 1,850 sq ft building space which includes six large, private offices ... Less

• The owner is a CPA• This practice was established in 1984• Software in use includes Microsoft Office 365• Approximately 566 individual tax returns with an average fee of $366 per return• Approximately 30 business tax returns with an average fee of $475 per return• Approximately 20 other tax returns with an average fee of $409 per return• Approximately $3,600 in annual revenue, via consulting and payroll• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $142,000 (Proj 2025)• Lease is N/A. Seller owns office space. ... Less

• The owner is a CPA• This practice was established in 1990• Software in use includes QuickBooks, Drake Tax• Approximately $48,000 in annual revenue, via bookkeeping (3 clients)• Approximately 290 individual tax returns with an average fee of $295 per return• Approximately 25 business tax returns with an average fee of $1,060 per return• Approximately $5,600 in annual revenue, via other projects • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $121,420 (Proj. 2024)• Seller owns office space. ... Less

• The owner is a CPA• This practice was established in 1995• Software in use includes ProSeries, QuickBooks• Approximately $127,400 in annual revenue, via bookkeeping (35 clients)• Approximately 490 individual tax returns with an average fee of $410 per return• Approximately 85 business tax returns with an average fee of $1,120 per return• Approximately 15 other tax returns with an average fee of $310 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $237,633 (2023)• Seller owns office space building. Office space assumable by new owner. ... Less

• The owner is a CPA• This practice was established in 1959• Software in use includes Lacerte, QuickBooks, SmartVault• Approximately $93,000 in annual revenue, via bookkeeping (37 clients)• Approximately 710 individual tax returns with an average fee of $480 per return• Approximately 125 business tax returns with an average fee of $1,150 per return• Approximately 110 other tax returns with an average fee of $705 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $287,479 (2023) and $272,355 (Proj 2024)• Seller owns building. New owner can sign lease in current office space if desired. ... Less

• The owner is an EA• This practice was established in 1992• Software in use includes Lacerte & QuickBooks Plus Pro 2024• Approximately $83,000 in annual revenue, via bookkeeping (31 clients)• Approximately $55,000 in annual revenue, via payroll (19 clients)• Approximately $4,500 in annual revenue, via consulting and Misc. • Approximately 484 individual tax returns with an average fee of $596 per return• Approximately 18 business tax returns with an average fee of $1,045 per return• Approximately 18 other tax returns with an average fee of $604 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $154,567 (2024)• Seller owns office space. ... Less

• The owner is a CPA• This practice was established in 2000• Software in use includes Ultra Tax, QuickBooks, Windows, Creative Solutions • Approximately $200,000 in annual revenue, via bookkeeping (52 clients)• Approximately 280 individual tax returns with an average fee of $320 per return• Approximately 30 business tax returns with an average fee of $1,215 per return• Approximately 20 other tax returns with an average fee of $160 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $153,178 (2023)• Lease is month-to-month. Office space has 5 full offices with reception area, kitchen, file room, office supply room. ... Less

Seller prefers a local buyer as clients are not serviced remotely• The owner is a CPA• This practice was established in 2005• Software in use includes Lacerte, QuickBooks, MS Office, CFS Tax Tools• Approximately $91,000 in annual revenue, via bookkeeping (41 clients)• Approximately $43,000 in annual revenue, via Payroll (34 clients)• Approximately 685 individual tax returns with an average fee of $454 per return• Approximately 141 business tax returns with an average fee of $1,174 per return• Approximately 42 other tax returns with an average fee of $449 per return• Approximately $38,000 in annual revenue, via Consulting, Review and Other services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $356,000 (Projected 2025)• Office is shared commercial space with multiple business suites throughout. ... Less

• The owners are EAs• This practice was established in 2014• Software in use includes Lacerte• Approximately 545 individual tax returns with an average fee of $468 per return• Approximately 23 business tax returns with an average fee of $783 per return• Approximately 25 other tax returns with an average fee of $746 per return• Approximately $5,000 in consulting services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $183,000 (Proj. 2025)• Lease is month-to-month. Office space is small multi-tenant office building. ... Less

• The owner is an EA• This practice was established in 2017• Seller prefers a buyer located in greater Sacramento CA area• Practice supported by trained and dedicated staff willing to stay on with new owner• Software in use includes Drake, QuickBooks, and Pitbull Tax • Approximately $32,000 in annual revenue, via bookkeeping (10 clients)• Approximately 460 individual tax returns with an average fee of $534 per return• Approximately 70 business tax returns with an average fee of $910 per return• Approximately 20 Trust/Estate returns with an average fee of $449 per return• Approximately $12,000 in annual revenue, via Resolutions (45 clients)• Approximately $7,000 in annual revenue, via other services• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $111,373 (Projected 2025)• Lease expires in May 2026. Single story office building with 2 ... Less

• The owner is a CPA only interested in selling to an equally licensed buyer• This practice was established in 1988• Software in use includes ProSystems FX, Workpapers CS, MS Office• Approximately 88 individual tax returns with an average fee of $2,995 per return• Approximately 55 business tax returns with an average fee of $8,010 per return• Approximately 20 other tax returns with an average fee of $5,900 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $505,336 (2024)• Lease is N/A. Office space is not offered with this sale. ... Less

• The owner is a CTEC• This practice was established in 1975• Software in use includes Lacerte and Dillners• Approximately $133,000 in annual revenue, via bookkeeping (44 clients)• Approximately 480 individual tax returns with an average fee of $243 per return• Approximately 22 business tax returns with an average fee of $534 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $102,595 (2023)• Lease is 1-year with option to buy building and land. Space is a two-bedroom, two-bathroom home. Bedrooms used as private offices, with desks, and chairs, and computers with printers. Storage closets. Living room with desks, computers and printers. Reception area, kitchen, dining room with storage, two bathrooms, and an enclosed garage, with more storage, for files with filing cabinets. ... Less

• The owner is an EA• This practice was established in 1993• Software in use includes ProSeries• Approximately $13,000 in annual revenue, via bookkeeping (7 clients)• Approximately 296 individual tax returns with an average fee of $500 per return• Approximately 33 business tax returns with an average fee of $998 per return• Approximately 12 other tax returns with an average fee of $610 per return• Approximately $33,600 in annual revenue, via consulting (26 clients) and payroll processing (23 clients)• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $166,298 (Proj 2025)• Lease is month-to-month. Class C space in a desirable area of S.W. Portland. Has two offices and a reception area. ... Less

• The owner is a CPA• This practice was established in 1995• Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect• Approximately $25,000 in annual revenue, via bookkeeping (30 clients)• Approximately 560 individual tax returns with an average fee of $260 per return• Approximately 55 business tax returns with an average fee of $965 per return• Approximately 30 other tax returns with an average fee of $400 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $112,800 (2023)• Lease is month to month. Space includes a kitchen with dishwasher, r0efrigerator, microwave, 2 bathrooms, 2 large offices, 1 large office/file room, 1 large reception area, and a processing area. ... Less

• The owner is a CPA• This practice was established in 1992• Software in use includes Ultra Tax, Write-Up: CCH Engagement, Practice Mgmt: Thompson Reuters Practice • Approximately $48,000 in annual revenue, via bookkeeping• Approximately 430 individual tax returns with an average fee of $709 per return• Approximately 180 business tax returns with an average fee of $2,000 per return• Approximately $3,500 in annual revenue, via other returns• Approximately $349,000 in annual revenue, via audit and review/consulting/payroll processing• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $322,256 (Proj 2024)• Lease expires in 2024. Two story building with extra space available to bring in new employees or sublease.  Year-to-year lease. Building owner is open to renewing lease or selling the building. ... Less

• The owner is an EA• Clients can be serviced remotely • Seller prefers a buyer located in the greater San Francisco Bay Area• This practice was established in 1992• Software in use includes Lacerte and Class• Approximately $15,000 in annual revenue, via bookkeeping (3 clients)• Approximately 75 individual tax returns with an average fee of $733 per return• Approximately 6 business tax returns with an average fee of $1,500 per return• Approximately 1 other tax return with an average fee of $645 per return• Approximately $6,000 in revenue from consulting and other services. (9 clients)• Annual cash flow is omitted since this is a Book of Business sale ... Less

• The owner is an EA• Staff of 3 full time bookkeepers willing to stay on• Over $400,000 in reoccurring revenue• Centrally located in the Oakland/San Francisco corridor (580/880)• This practice was established in 2007• Software in use includes ACT Tax, CFS, AME, ADP, QuickBooks 2024 generated revenue as follows:• Approximately $361,000 in annual revenue, via bookkeeping (129 clients)• Approximately 470 individual tax returns with an average fee of $373 per returnApproximately 67 business tax returns with an average fee of $1504 per returnApproximately 24 Other tax returns with an average fee of $713 per returnApproximately $165,000 in payroll (95 clients)• Approximately $77,000 in other services• Approximately $13,000 in audit/review• Approximately $41,000 in Compilation• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $454,251 (2024)• Lease ... Less

• The owner is a CPA• This practice was established in 1974• Software in use – Lacerte, QuickBooks• Approximately $19,000 in revenue generated by Accounting Services• Approximately 175 Individual tax returns with an average fee of $892 per return• Approximately 2 Corporate tax returns with an average fee of $1,376 per return• Approximately 16 Partnership tax returns with an average fee of $2,897 per return• Approximately 20 Fiduciary tax returns with an average fee of $2,030 per return• Approximately $23,000 in revenue generated from consultations and tax audits• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $148,250 (Jun ’22 – May ‘23)• Lease: month to month, utilities included ... Less

• The owner is a CPA and prefers to sell to a CPA• The seller prefers a local buyer• This practice was established in 1991• Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue includes:• Approximately $81,000 in bookkeeping services (14 clients)• Approximately 865 individual tax returns with an average fee of $441 per return• Approximately 65 individual tax returns, children connected, with an average fee of $135 per return• Approximately 59 business tax returns with an average fee of $1,878 per return• Approximately 17 Non-profit (990s) tax returns with an average fee of $1,051 per return• Approximately 15 Partnership tax returns with an average fee of $1,197 per return• Approximately 32 Trust (1041s) tax returns with an average fee of $463 per return• Other revenue includes $5,000 in payroll services (6 clients)• Annual cash flow including owner's salary and benefits, personal vehicles, and any other ... Less