Santa Rosa CPA Tax Practice for Sale - Business for Sale

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CPA Tax Practice in Santa Rosa, CA

CA, US
Added today
Financial Services
11 years in business

CPA tax practice providing individual, business, and consulting tax services located in Santa Rosa, Sonoma County, California.

Key Information

Asking

$415K

Revenue

$350K

Earnings

$151K

Multiple

2.8x

Key Highlights

  • Practice established in 2016 (11 years in operation as of 2026)
  • Approximately 170 individual tax returns with an average fee of $1,300 per return
  • Approximately 25 business tax returns with an average fee of $3,920 per return
  • Approximately 15 other tax returns with an average fee of $1,267 per return
  • Office space includes 3 staff offices, a kitchen, reception area, and supply room
  • 50% of clients meet with the seller and staff
  • Software in use: Lacerte
  • Month to month lease

Contact Info

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