CPA firm for sale in Westlake Village, CA. Ref# WLV125. This is a highly profitable, long-established tax and advisory practice with a select block of clients being offered for sale as part of the Seller’s phased retirement. Approximately 97% of clients remit their tax documents electronically, with the remainder using drop-off or mail. The current office will be retained by the Seller; the Buyer may operate from anywhere in the Los Angeles area or beyond, as the client base is not location sensitive. The 2024 Gross revenue of $246k is derived from 121 Individual returns with an avg. fee of $1,776, 9 Trusts (1041) with an avg. fee of $1,529, and 9 Entities (1120/1120S) with an avg. fee of $2,019. This is a partial sale with no employees transferring; the Buyer will assume all preparation responsibilities. The Seller will introduce clients and assist with transition but will not provide tax preparation support post-sale. Practice currently uses Lacerte, CFS, and BNA Tax Planner. The clientele will transition best to an experienced CPA or EA with strong tax knowledge and excellent communication skills. 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