-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care.
-Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium services. Business return fee average is over $4,000 and personal is $2,000.
-Operational Strength: Strong systems, remote-capable workflows, and a leadership structure that supports seamless daily operations.
-High Net Worth & Stable Clients: The firm retained all clients after the retirement of a previous partner and continues to generate steady referrals.
-Modernizing Infrastructure: Ongoing transition toward a fully paperless, virtual-ready environment.

The owner is committed to remaining with the firm for 3–5 years, ensuring operational stability, knowledge transfer, and a seamless transition.

This long-established San Fernando Valley CPA firm exemplifies concierge-level service, pairing decades of technical expertise with a deeply relationship-driven client experience. Founded in 1980s, the practice serves a loyal client base that includes high-net-worth individuals with $10M+ in assets, multigenerational families and longstanding business clients. The firm’s reputation for responsiveness, accuracy, and proactive strategic guidance has resulted in exceptionally high client satisfaction and consistent revenue.
Operationally, the practice is disciplined, structured, and staffed by a highly capable team that delivers exceptional work with minimal oversight. Each employee is well-positioned in their role, trusted to manage client needs expertly, and deeply appreciated by the clientele.

The firm’s ability to command premium rates stems from its elevated service model, long-standing reputation, and consistently high-quality output. Clients value the firm’s attentiveness and strategic insight, and referrals continue to grow year after year.

Ideal Buyer:
The ideal successor will bring a solid foundation in accounting and a sophisticated understanding of small-firm business operations. A history of managing a small team will be particularly valuable, as the firm’s structure supports high-functioning collaboration and effective delegation. This opportunity is well suited for a buyer seeking a turnkey, established practice with loyal clients, strong recurring revenues. A buyer who appreciates well-run systems, values long-tenured talent, and can continue the firm’s high-touch service model will thrive. Experience with premium-fee environments, modern cloud-based systems, and a commitment to delivering exceptional client service will ensure continued success. With the owner wants to stay on for 3–5 years, the new owner can confidently transition into leadership while benefiting from ongoing mentorship and client continuity.

This firm is an ideal match for a practitioner ready to elevate into ownership, a firm seeking to expand into a highly affluent market, or a buyer who recognizes the strategic value of acquiring a stable, referral-driven practice with strong infrastructure and deep-rooted client loyalty.

For more information please visit the website entitled PoeGroupAdvisors