Hannah Boctor

•Accounting and tax practice for sale near Dyersburg, TN (North of Memphis)• Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business / other entities (13%)• Prior year and current year gross revenues are approximately $320,000, and discretionary cash flow is quite strong at approximately 65% of gross revenue• Location is assumable, if desired• Staff is in place, and the owner will assist in transitioning clients to the buyer• Please note that buyer must be a CPA since some revenues are derived from attestation services ... Less

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee• Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%) and business / other entities (10%); and compilations, reviews, and audits (19%)• Location is assumable• The owner will assist with the transition• Please note that buyer must be a CPA since a portion of revenues are derived from assurance work ... Less

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtownCurrent year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately 23%); tax preparation for individuals (42%) and business entities (31%); and other professional services (4%)Cash flow is strong at about 75% of gross revenue ($113,000 estimated cash flow for the current year)Solid fee structure, with average return fees of about $350 for individuals and $1,500 for business entitiesThe owner will assist in transitioning clients to the buyer ... Less

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson CountyRevenues are comprised of monthly accounting (approximately 23%), tax services for individuals (32%) and business / other entities (25%), and other financial services (20%)Revenues have grown steadily, and current year gross revenues are estimated to be approximately $750,000Current year cash flows are estimated to be $340,000Software in use includes ProSeriesLocation is assumable if desiredExperienced long-term staff is in placeOwner will assist in transitioning clients to buyer ... Less

Tax and accounting practice for sale Northeast of Memphis, in the Jackson / Humboldt area of Madison County, Tennessee2025 estimated gross revenues are $152,000, comprised of accounting (about 36%), tax services for individuals (63%) and business / other entities (1%)Cash flow is strong at about 61% of gross revenue ($93,000 estimated in 2025)Software in use includes DrakeThis would make for a perfect starter practice The owner works only part-time outside of the Spring filing season, offering an attractive work/life balance for the majority of the yearThe owner will assist in transitioning clients to the buyer ... Less

Accounting and tax (CPA) practice for sale north of Birmingham, Alabama and centrally located between Albertville, Cullman, Gadsden, and GuntersvilleRevenue mix: Accounting and payroll (38%), tax services for individuals (34%) and business / other entities (17%), and other professional services (11%)Current year gross revenues are estimated to be approximately $443,000, and cash flow is strong at 56% of gross revenue ($250,000)Software in use includes UltraTax by Thomson ReutersThe practice enjoys a strong client retention rate due to its long-term well-established relationshipsLocation is assumable, if desiredThe owner will assist in transitioning clients to the buyer ... Less

• Quality accounting and tax practice for sale in a Memphis, Tennessee suburb in Northwest Mississippi • Revenues are desirably blended to include accounting (approximately 44%) and tax services for individuals (36%) and business / other entities (20%)• Current year gross revenues are estimated to be approximately $410,000• The practice is highly profitable, generating stellar cash flow of about 69% ($280,000 estimated for the current year)• Solid fee structure with average return fees of about $385 for individuals and $1,000 for business entities• Software in use includes UltraTax by Thomson Reuters• Location is assumable, if desired• The owner will assist in transitioning clients to the buyer and is amenable to working part-time for buyer during the first tax season ... Less

• Accounting and tax (Enrolled Agent) practice for sale in Nashville, Tennessee, southeast of downtown • Revenues are derived from accounting and payroll (approximately 38%, mostly monthly accounting) and tax services for individuals (51%) and business / other entities (11%)• The practice enjoys a loyal following, as evidenced by its stellar client retention rate • Revenues have grown steadily, and revenue for the current year is estimated to grow to at least $410,000• Cash flow is strong at about 49% of gross revenues ($200,000 estimated in the current year)• Experienced long-term staff is in place• Seller will assist in transitioning clients to Buyer• Please note that Buyer must be a CPA or an Enrolled Agent• A number of clients have already scheduled appointments for the Spring 2026 filing season• The real estate is available for purchase if desired (not included in the asking price indicated herein for the practice) ... Less

• Knoxville, Tennessee CPA firm is selling a book of six client groups, most of which require auditing services• The firm enjoys strong profitability on the various engagements due to its stellar realization rate• This would make for the perfect starter practice for a buyer experienced in assurance work, or an easily integrated addition to an existing practice• Seller will assist in transitioning clients to Buyer• Please note that Buyer must have an active CPA license due to the provision of attestation services ... Less

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence)• Revenues are derived primarily from business clientele representing a broad range of industries• Revenue mix:  Accounting (approximately 5%) and tax services for individuals (32%) and business / other entities (63%)• 2025 gross revenues are estimated to be approximately $775,000, and cash flow is strong at 58% of gross revenue ($450,000 estimated for 2025) • The firm enjoys a loyal following, as evidenced by its stellar client retention rate • Location is assumable, if desired• The owner will assist in transitioning clients to Buyer• Please note that Buyer must be a CPA ... Less

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire• The practice derives its revenue from accounting (approximately 14%), payroll (10%), and tax services for individuals (58%) & business / other entities (18%)• Revenues have grown steadily and are estimated to grow more than 10% this year to approximately $296,000• Software in use includes ProSeries• The owner has streamlined the practice and has begun the conversion to virtual operations• The owner is open to an extended transition period, including working part-time for the buyer after closing, which should ensure a seamless transition and optimal client retention ... Less

• Quality tax practice for sale in picturesque lower Mid-Coast Maine• Revenues are derived from tax services for individuals (73%) and business / other entities (27%)• Current year gross revenues are estimated to grow to approximately $340,000• Cash flow is solid at 55% of gross revenue ($188,000 estimated for the current year)• The practice is poised for additional growth through new client referrals, which Seller is currently turning away• Location is assumable with landlord approval• Seller will assist in transitioning clients to Buyer ... Less

AVAILABLE AFTER 4/15• Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor• Revenues are comprised of tax services for individuals (90%) and entities (10%)• 2025 gross revenues are estimated to be $85,000, and cash flow is strong at 67% of gross revenue• Software in use includes Drake• Average individual tax return fee is about $545• Location is assumable with landlord approval• The owner is open to working part-time for Buyer after closing, which should ensure a seamless transition and optimal client retention ... Less

• Tax and accounting (Enrolled Agent) practice for sale in the White Mountain Region of New Hampshire (Carroll County)• Revenues are derived from accounting (7%); and tax services for individuals (80%) and business / other entities (13%)• Current year gross revenues are estimated to grow to $300,000 • With the Spring filing season right around the corner, a buyer would be poised to step into the heaviest cash flow of the year immediately after closing• Experienced staff is in place• The owner will assist in transitioning clients to the buyer• Seller financing available for a qualified buyer ... Less

This well-established certified public accounting practice represents a compelling acquisition opportunity for qualified professionals seeking to acquire or build on an existing practice. Founded in 1991, the practice has demonstrated consistent operational stability over more than three decades of continuous service.Practice Overview:The business operates as a full-service tax preparation and accounting practice under the leadership of a licensed CPA. The practice maintains a diversified client portfolio across individual and business tax preparation services, with established fee structures reflecting market positioning.Revenue Composition:• Individual tax returns: Approximately 260 clients at $745 average fee• Business tax returns: Approximately 40 clients at $1,520 average fee• Additional tax services: Approximately 10 returns at $720 average fee• Supplementary revenue streams: $8,610 annually from specialized projects ... Less

• The owner is a CPA• This practice was established in 2003• Software in use includes UltraTax• Approximately $515 in annual revenue, via bookkeeping (3 clients)• Approximately $1,275 in annual revenue, via consulting • Approximately 440 individual tax returns with an average fee of $510 per return• Approximately 48 business tax returns with an average fee of $829 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $99,911 (2025)• Lease expires in 8/31/2026 and is renewable for an additional 3 years. ... Less

• The owner is a CPA• This practice was established in 1966• Software in use includes ProSeries• Approximately 245 individual tax returns with an average fee of $705 per return• Approximately $1,320 in annual revenue, via payroll • Approximately 30 business tax returns with an average fee of $1,540 per return• Approximately 25 other tax returns with an average fee of $605 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $121,752 (2024)• Lease is month-to-month. Space consists of two offices with a storage room and front office. ... Less

This established CPA practice, founded in 2019, presents an exceptional opportunity for a qualified CPA or accounting firm seeking to acquire a profitable tax and accounting practice in San Mateo, California. The practice demonstrates strong financial performance with projected 2025 cash flow of $215,000. The seller expresses preference for local CPA buyers, facilitating smooth client transition and continued service excellence in the San Mateo market.Revenue Structure:Tax preparation services constitute the primary revenue driver, processing 156 individual returns at an average fee of $1,013, 39 business returns averaging $1,658, and 26 fiduciary returns at $927 per return. Additional revenue includes $11,000 from ongoing bookkeeping services for three established clients and $14,000 from specialized projects including amended returns and S-Corporation filings.Operational Infrastructure:The practice operates with ... Less

Established Virtual CPA Practice - San Francisco Bay AreaThis well-established virtual accounting and tax practice represents a compelling acquisition opportunity for qualified professionals seeking immediate cash flow generation. Operating continuously since 2012, the practice has developed a stable client base and proven remote service delivery model.Financial Performance:• Annual Revenue: Approximately $535,000• Projected 2025 Cash Flow: $459,000 • Attractive valuation at less than 2x cash flowService Portfolio & Client Base:• Bookkeeping Services: 28 active clients generating $455,000 in recurring revenue• Individual Tax Preparation: 13 returns with average fee of $1,796• Business Tax Preparation: 16 returns with average fee of $1,979• Specialized Services: $35,000 in 1099 preparation and consulting revenueOperational Infrastructure:• Fully virtual practice model with established remote client servicing• Professional ... Less

• The owner is a CPA• This practice was established in 2006• Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention• Practice is supported by a trained assistant familiar with clients and may be willing to continue with new owner• Software in use includes Lacerte• Includes approximately $7,000 in annual revenue, via planning. 1099's and Misc. • Approximately 55 individual tax returns with an average fee of $1,745 per return• Approximately 35 business tax returns with an average fee of $2,200 per return• Building lease available if needed: expires 6.30.27; Option to 6.30.29, 90-day cancellation ... Less

• The owner is a CPA• This practice was established in 1980• Practice is supported by a trained and loyal team eager to continue with the new owner and help ensure a seamless transition• Software in use includes Lacerte, QuickBooks, MS Office Professional • Approximately $102,000 in annual revenue, via Bookkeeping (88 clients) • Approximately $69,000 in annual revenue, via Audit & Review, Compilations and Consulting (24 clients) • Approximately 300 individual tax returns with an average fee of $831 per return• Approximately 80 business tax returns with an average fee of $1,400 per return• Approximately 80 other tax returns with an average fee of $1,157 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $242,000 (2024)• Building lease expires 12.31.2027; may be assumable ... Less

• The owner is a CTEC• This practice was established in 2001• Software in use includes Drake• Approximately $293,000 in annual revenue, via bookkeeping (69 clients)• Approximately $9,600 in annual revenue, via consulting (8 clients)• Approximately 335 individual tax returns with an average fee of $360 per return• Approximately 110 business tax returns with an average fee of $920 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $232,037 (Proj.-2025)• Lease is month-to-month. ... Less

• The owner is a CTEC• This practice was established in 2004• Software in use includes ATX • Approximately 1,200 individual tax returns with an average fee of $354 per return• Approximately 25 business tax returns with an average fee of $1,000 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $283,514 (Proj.-2025)• Lease expires 3/15/2026. Office space with 8 work stations, 3 receptionist areas, and 5 offices for tax preparers. ... Less

• The owner is an EA• This practice was established in 2005• Exceptional average fees• Clients can be serviced remotely, less than 5% of clients meet with the seller • Software in use includes Lacerte and QuickBooks• Approximately 82 individual tax returns with average fee of $1,549 per return• Approximately 65 business tax returns with average fee of $3,208 per return• Approximately 10 other tax returns (fiduciaries) with an average fee of $1,024 per return• Lease may be assumable ... Less

• The owner is a CPA• Seller prefers a licensed practitioner located in the San Francisco or Peninsula area• This practice was established in 2010• Software in use includes UltraTax• Approximately $11,000 annually, via other projects• Approximately 198 individual tax returns with an average fee of $818 per return• Approximately 51 business tax returns with an average fee of $1,880 per return• Approximately 18 Trust & Estate returns with an average fee of $2,126 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $257,898 (Projected 2025)• Lease expires: July 2026, may be assumable ... Less

• The seller is not open to providing seller financing; full cash or third-party financing will be required• Seller 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

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

• 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 2019• Great opportunity for a firm to establish a Reno presence• Skilled team in place to assist with transition and daily operations• Software in use includes Intuit Pro series, QuickBooks Desktop and online2024 Revenue includes: • Approximately $51,000 in annual revenue, via bookkeeping (25 clients) • Approximately $135,000 in Audit & Review • Approximately $49,000 in Consulting• Approximately $14,500 in Payroll Processing (12 clients)• Approximately 320 individual tax returns with an average fee of $550 per return• Approximately 112 business tax returns with an average fee of $2,000 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $300,000 (Proj. 2025)• Lease expires 10/31/2029, lease 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 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

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 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 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

Motivated Seller - Price and Guarantees Available• 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 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 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 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 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 $36,000 in annual revenue, via bookkeeping (14 clients)• Approximately 585 individual tax returns with an average fee of $520 per return• Approximately 115 business tax returns with an average fee of $1,160 per return• Approximately 25 other tax returns with an average fee of $815 per return• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $302,420 (Proj.-2025)• No lease. Office space is unavailable. ... 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 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 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 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 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 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 2003• Seller prefers a CPA or EA with 10 years of public accounting/tax experience• Software in use includes CCH Axcess Tax, QuickBooks, QuickBooks online, MS 365• Approximately $310,000 in annual revenue, via bookkeeping (81 clients)• Approximately 608 individual tax returns with an average fee of $799 per return• Approximately 244 business tax returns with an average fee of $1,594 per return• Approximately 10 other tax returns with an annual revenue of $64,000. • Approximately $27,000 in annual revenue, via other projects • Approximately $12,000 in annual revenue, via consulting• Approximately $37,000 in annual revenue, via payroll• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $813,846 (2024)• Lease expired in 12/31/2024. ... 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 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 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 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