Steve Van Voorhis

CPA firm for sale in San Diego County, CA. This well-established and highly profitable practice has operated in the same location for the past 12 years. The sale includes the full practice, and the Seller is preparing for retirement once clients have been successfully transitioned. Ideally, the Seller would prefer not to handle any tax work this coming year but is open to assisting with Accounting & Attest work if the Buyer needs support. In 2024, the firm grossed approximately $1.38 million in revenue, generating $575k in net seller discretionary earnings from tax preparation and attest services. Revenue sources include 240 individual tax returns with an average fee of $475, approximately 52 business entity returns averaging $723 per return, 400 Form 1120-H returns with an average fee of $345, and CPA audits and reviews that bring in roughly $1,096,326 in revenue. Approximately 60% of individual clients remit their documents ... Less

EA firm for sale in Santa Ana. This firm primarily provides Tax and Bookkeeping services which are completed by the EA Seller and the Accounting Manager. The Seller has operated the practice for over 40 years and maintains a physical office in Santa Ana. The current shared office space may be available to the Buyer, or the firm can be relocated to another office in the vicinity. The Seller believes an ideal location for client retention would be in central Orange County, including Santa Ana, Irvine, Costa Mesa, Orange, or Anaheim. The Seller is looking for a successor to facilitate retirement, but is available to continue working during tax seasons through April 2027 if support is needed. Approximately 35% of clients submit their documents electronically, 30% by mail, 10% by drop-off, and 25% prefer in-person appointments. The gross revenue included in the sale, $618,000, is derived from 420 Individual tax returns with an ... Less

EA firm for sale in Chula Vista, CA, located in South San Diego County. The Seller is hoping to complete a sale prior to tax season due to family commitments but is available to assist the Buyer with tax preparation through 4/15/26 if needed. The Firm’s clientele are primarily based in the Chula Vista area, and maintaining an office in the same city, or nearby, will be important for client retention. Approximately 35% of clients submit their documents electronically, 5% by mail, 10% via drop-off, and about 50% prefer in-person appointments. The Firm primarily serves individual taxpayers with W-2s, Schedule C, and Schedule E filings, along with a limited number of corporate and partnership returns. Gross revenue of $145,000 is generated from 441 individual tax returns with an average fee of $259, plus 34 entity returns with an average fee of $603, along with $3,000 from bookkeeping services. The Firm is operated by one ... Less

CPA firm for sale in Glendora, CA. The seller of this well-established firm is preparing for retirement and is seeking a qualified Buyer. Ideally, the Seller would like to secure a Buyer before tax season, but is willing to continue working through April 2026 if tax preparation support is needed. The Seller’s goal is to find a good home for the clients with either a CPA or EA who has an extensive background in tax and accounting. A CPA is preferred due to the two CPA Reviews the Seller completes each year; however, this is not required, and the Reviews can be excluded from the sale for an EA Buyer. The Seller currently works out of a physical office in Glendora on a month-to-month rental basis. The space may be available to a Buyer who wishes to retain the location, though the clients can be easily moved to the Buyer’s office elsewhere in the region. Approximately 30% of individual clients remit documents electronically, 10% ... Less

EA Firm for Sale in Fairfield, CA. This well-established firm is owned by an Enrolled Agent who is preparing for retirement and seeking a qualified Buyer. Ideally, the Seller would like to secure a successor before tax season to avoid working another busy season. While the Seller is unable to assist with tax preparation this coming season, the firm’s CTEC-licensed assistant is available to support the Buyer through 4/15 if additional preparation help is needed. This practice is built entirely on tax preparation services and has thrived through a strong reputation and long-standing client relationships, now serving second and third-generation families. The Seller’s top priority is finding a Buyer who will provide a stable home for the clients for years to come. Gross revenue of $129,000 is generated from 338 Individual tax returns with an average fee of $356, and 7 Trust returns averaging $1,300 each. The firm currently ... Less

CPA firm for sale in Los Gatos, CA. The Firm’s clientele are primarily located in the Los Gatos area, and maintaining an office nearby is important, despite most clients working with the Firm remotely. The Seller currently operates a non-accounting financial services business out of the same location and is open to sharing or renting a private office to the Buyer. Approximately 70% of clients submit their documents electronically, 1% by mail, 9% drop-off, and about 20% prefer in-person appointments (roughly 35 clients total). The Firm’s clients are primarily individuals with complex California-based tax returns. Gross revenue of $343k is generated from 171 individual tax returns with an average fee of $1,472, plus 34 entity returns with an average fee of $2,032, along with $22k from tax planning and estimate consulting. The Firm is operated by one full-time CPA who is looking to retire, supported by a seasonal part-time ... Less

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement and are offering the full firm for sale. The practice is located in a small community and, for confidentiality purposes, the exact location will remain undisclosed until an interested party has reviewed this full profile and expressed continued interest. While the Sellers are looking forward to retirement, they are happy to assist with the transition through the April 2026 tax season. The total number of hours and compensation for this support are negotiable based on the Buyer’s needs. Approximately 75% of clients drop off their information for professional services, 15% prefer in-person appointments, 2% mail in their documents, and the remaining 8% submit everything electronically. Most clients return to pick up and sign their ... Less

Well-established EA firm in Encino, CA for sale. Serving a loyal, long-term client base that includes many clients in the entertainment industry; the Seller is an experienced Enrolled Agent who enjoys the work but no longer wants to continue managing the firm and be solely responsible for operations. The Seller would like to continue working with the Buyer as needed on a flexible part-time basis. The annual gross revenue of $303,545 is 100% derived from income tax preparation services, consisting of approximately 243 individual tax returns at an average fee of $871, and 52 entity returns with an average fee of $1,762. Most clients work with the Seller remotely. Approximately 75% remit their documents electronically, while 20% provide their info on paper (by mail) or a mixture of paper and digital formats, and the remaining 5% come to the office to drop off their paperwork. Since client interaction is primarily remote, the ... Less

Remotely operated Southern California CPA firm for sale. This Firm’s clients are primarily located throughout California, with a few out of state. The firm has been operated for several years by a Seller who resides in the Southern U.S., and maintains a small physical office in Northern San Diego County for the Office Manager. Approximately 5-10 clients visit the office in person each year to drop off tax documents; however, no in-person appointments are conducted from this location. This is a partial sale, with the Seller retaining about 30% of the current client base to reduce their workload for semi-retirement. Approximately 55% of clients submit their documents electronically, 40% by mail, and 5% drop-off. The included gross revenue of $425,143 is derived from 104 Individual tax returns with an average fee of $684, plus 93 Entities with an average fee of $3,003 (Incl. Acct & Payroll), along with 111 5500’s with an avg. fee ... Less

CPA firm for sale in Foster City, CA. This home-based Firm has been operating in the area since 2001, and the Seller is looking to reduce their workload in anticipation of retirement. This sale represents most Individual tax clients from the existing firm with the Seller retaining all Business Entities and related Individuals until full retirement. Clients are not seen face-to-face and approximately 50% drop off their tax documents for return preparation while the remaining 50% email or upload to the portal. The firm is home-based therefore operations will need to be relocated to the Buyer’s office. The Seller feels that a location from San Jose, throughout the Peninsula, and nearby areas, would be best for client retention. The gross revenue of $168k is derived from 418 Individual tax returns with an average fee of $403. The firm is currently operated by the Seller only and there is no staff available to assist the Buyer. The ... Less

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale represents the full firm. The Seller is open to working with the practitioner Buyer after the sale but does not want to continue managing the office or preparing all of the returns themselves. This opportunity is not available to investors or Buyers who do not prepare tax returns. Approximately 20% of clients drop-off their documents, 20% mail-in, 10% remit electronically, and the remaining 50% prefer to come in for an appointment. The firm is home based; therefore the clients will need to relocate to the Buyer’s office which should be within roughly 15 miles of Castro Valley. The gross revenue of $198k is derived from 225 Individual tax returns with an average fee of $567, plus 41 Entities with an avg. fee of $716, and $42k in ... Less

CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the Buyer, on a part time or seasonal basis for at least the next year, if assistance is needed. This firm has been operating from its current location for 30 years and retaining the same space, or an office in the vicinity, will be important for client retention. Annual gross revenue of $743,000 is derived from approximately 859 individual tax returns with an average fee of $524, plus 182 entities with an average fee of $748, along with $123k in accounting revenue from bookkeeping and payroll services.. Approximately 50% of clients like to come in for an appointment, while 45% drop-off their documents and the remaining 5% mail-in. The firm employs 2 full-time, 1 part-time, and 1 seasonal staff members who are likely to remain after the ... Less

CPA firm for sale in the Scripps Ranch neighborhood of San Diego. This well-established firm sold roughly half of the firm in 2020 in order to reduce the Seller’s workload in anticipation of retirement, and now it’s time for the Seller to fully retire. The Seller’s goal is to find a good home for the clients with either a CPA, or EA, who has an extensive tax and accounting background. The Seller currently works out of a physical office in Scripps Ranch but the clients can easily be moved to the Buyer’s office between Mission Valley and Escondido. The Seller will happily assist the Buyer with transition but is not interested in assisting with tax preparation after the sale. Approximately 73% of the individual client’s mail or remit documents electronically, while 13% drop-off, and the remaining 14% (approximately 13 people) like to come in for an appointment. The gross revenue of $150k is derived from 98 Individual tax returns ... Less

CPA firm for sale in West Los Angeles, CA. The Seller currently provides Tax, Write-up, Business Management and Wealth Management services. This is a partial sale that includes all of the CPA Accounting work but none of the wealth management services. The Seller will not consider selling the wealth management revenue and therefore cannot consider selling to anyone who is currently licensed, or provides, wealth management services. The gross revenue of $368k is derived from 56 client groups with an avg fee of $6,579 each from services that range from individual and business tax return preparation to business management, write-up, payroll and tax planning. Included in the services are 70 individual tax returns, 65 business & trust tax returns, plus 4 in-house write-up clients, 2 business management clients, and 9 payroll clients. The firm’s staff currently consists of 3 individuals, 2 of whom are likely to continue after the ... Less

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale with the Sellers transitioning approximately 40% of their existing clients to reduce their workload in preparation of one partner retiring. The Sellers are open to helping the Buyer with transition but prefer not to prepare tax returns after the sale. Approximately 60% of the clients included in this sale use an online portal to upload tax documents to the Sellers, while 40% will mail-in their documents or drop-off. The gross revenue of $500k is derived from 632 Individual tax returns with an average fee of $599, plus 40 Entity returns with an average fee of $2,029, an additional 8 Entities that include Bookkeeping with an avg fee of $4,809, and 13 Business city tax filings, SOS filings, and 1099/W2 prep filings. The firm’s current employees will remain with the Sellers and ... Less

EA firm for sale in Southwest Riverside County, CA. Due to the small-town nature of the location, we are holding off on publicly sharing the city until the Practice Profile is reviewed and you express your continued interest. This Firm has been operating in the community for over 13 years and in the same location for the past 10 years. The current office space is month-to-month and can be assumed by the Buyer. The firm can also be relocated but should remain within a 5 to 10-mile easy commute for best client retention. Approximately 55% of clients remit their documents electronically, while 3% drop-off, 3% mail-in and 39% come in for an appointment. The gross revenue of $170k is derived from 235 Individual tax returns with an average fee of $553 plus 35 Entities with an average fee of $734. The firm is operated by 2 individuals, 1 of whom performs all Admin & Management functions and 1 who completes all the tax work, both of ... Less

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase expires in 2026 but should remain in the surrounding East Bay community, ideally between San Ramon, Lafayette and Concord. The Seller is looking forward to retirement but is available to assist the buyer until April 2027, on a limited or part time basis. Approximately 20% of clients come in for an appointment, 20% drop-off, 20% mail-in and 40% submit their documents electronically. The gross revenue of $441,000 is derived from 160 Individual returns with an average fee of $1,025, plus 69 Entities with an average fee of $1,544, $110k from Bookkeeping/Accounting revenue, $1k of Payroll, and $59k of Consulting/Financial Statements/Tax Planning revenue. There is 1 part-time CPA employee who will likely remain on staff after the sale. ... Less

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the Seller is now looking forward to retirement. The Seller is open to working with the Buyer for up to 2 years after the sale, preferably on a limited or part time basis. The firm can be relocated as approximately 99% of clients remit their documents electronically with only 1 who comes into the office for an appointment. The current physical office space is available to the Buyer if they would like to keep a local presence as well. The gross revenue of $395k is derived from 18 Individual tax returns with an average fee of $2,958, plus 24 Entities with an average fee of $4,869, followed up with $71,801 from Bookkeeping/Write-up, and $152,765 from Tax Advisory/Business Management/CFO work. The firm currently employs one full-time ... Less

CPA firm for sale in Santa Maria, CA. Ref# SAM125. This CPA firm is well-established and has been located in the central coast region for almost 30 years. The Seller has really enjoyed working with the clients and is now planning for retirement. The Seller is willing to continue working and assist the Buyer for a couple years, on a part-time basis, but they do not want to continue managing the firm or working full-time while a replacement is hired. An office should be retained in the local area since a majority of the clients are local to the central coast region. The firms gross revenue of $630k is derived from 265 individual tax returns with an avg. fee of $681, plus 70 Entities with an avg. fee of $1,544, and $341k of Accounting income. Approximately 40% of clients will drop-off their documents, while 30% prefer to come in for an appointment, 10% remit everything electronically and the remaining 20% mail in. Firm is fully ... Less

CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated and/or operated virtually. Approximately 93% of clients remit their documents to the office electronically while the remaining 7% mail-in or drop off. This firm consists of 2 partners who are both looking forward to retirement after a successful transition. One partner is willing to remain on staff to assist in return preparation on a part-time basis for the next tax season, if needed. Staff consists of 1 full-time office manager/accountant who would like to continue working after the sale. The gross revenue of $257k is derived from 99 individual returns with an avg. fee of $904, plus 49 Entities with an avg fee of $2,265, in addition to $56,776 of accounting income from 5 clients. Software used includes Lacerte, QuickBooks, QBO ... Less

CPA firm for sale in Fresno, CA. ref # FRE124. The firm was established by the Seller in 2000 and has operated in its current location for the past ten years. The office is situated in an upscale, single-story building with monthly rent of roughly $3,000. The lease may be assumable by the Buyer, if desired, or the practice may be relocated. Because most clients visit the office, keeping the practice within the general area would be ideal for client retention. Approximately 80% of clients come in for an appointment, 10% drop off their information, 8% mail in, and 2% submit documents electronically. Gross revenue of $359k is generated from approximately 185 individual returns with an average fee of $710, 53 entity returns with an average fee of $1,487, and roughly $150,000 from 17 audits, reviews, compilations, and minimal payroll services. The Seller is ready to ease into retirement but is open to continuing to work after the ... Less