CPA firm for sale in La Mesa, CA. Ref# LAM125. This firm has served the greater San Diego area since 1991, and the Seller is now preparing for retirement. Approximately 35% of clients remit their tax documents electronically, 5% drop off, 50% mail in, and the remaining 10% come in for an appointment. The practice has been home-based in recent years and is fully portable — it may remain home-based or be moved anywhere within San Diego or south Orange County. The 2024 Gross revenue of $123k is derived from 106 Individual returns with an avg. fee of $812, 12 Entities (1120/1120S/1065) with an avg. fee of $1,791, 13 Trusts (1041) with an avg. fee of $1,591, plus additional revenue from 990 and Gift returns. The practice enjoys a high net profit and has no employees. The Seller is willing to assist the Buyer part-time for up to 1 year to support a smooth transition. Practice currently uses Lacerte software. The clientele will transition best to an experienced CPA or EA with strong tax expertise who is responsive, professional, and friendly. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff & financials.

Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824