This tax-focused practice offers an attractive opportunity for a local practitioner looking to expand through acquisition.

Practice Highlights: 

• The owner is a CPA
• This practice was established in 2001
• Seller prefers a buyer located in the San Francisco Bay Area
• Software in use includes Lacerte
• Approximately $13,000 in annual bookkeeping revenue for 3 clients
• Approximately 150 individual tax returns with an average fee of $600 per return
• Approximately 36 business tax returns with an average fee of $783 per return
• Approximately 28 Other tax returns with an average fee of $150 per return
• 2025 Annual cash flow:  $77,000