Free Valuation
Seller Inquiry
Free Valuation
Create APS Account
Seller Articles
Practice Listings
New
Rocklin (Placer County) CPA Practice
Listing #
CAN6355
Location
California
Annual Revenue
$452,000
Asking Price
$575,000
Type
CPA TAX EA BOOKKEEPING
| Presented by: |
 |
| The A Team |
| Toll Free: (888)783-7822x3 |
Description:
Established CPA & EA Practice with Strong Recurring Revenue and Potential for Remote Operations
This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern cloud-based systems and services approximately 85–90% of its clients remotely, creating flexibility and scalability for a buyer.
Revenue Breakdown
• Approximately 31 bookkeeping clients generating $114,000 annually
• Approximately 93 consulting clients generating $24,000 annually
• Approximately 136 individual tax returns with an average fee of $521 per return
• Approximately 102 business tax returns with an average fee of $2,058 per return
• Approximately 20 additional tax returns with an average fee of $1,643 per return
Financial Overview
Projected 2026 annual cash flow is approximately $251,000, including owner salary and benefits, personal vehicles, and other discretionary or non-operational expenses.
Additional Information
• Lease in place through 12/31/2029
• Strong recurring revenue base
• Ideal opportunity for an individual practitioner or firm seeking a scalable, technology-driven practice with an established remote infrastructure
To request more information about this practice:
Or
