financial services for Sale in California

Accounting Firm For Sale

Certified Public Accounting (CPA) Firm for sale. Established in 2004, this accounting and tax practice serves a diversified client base that includes individuals, small businesses, corporations, non-profit organizations, trusts, and fiduciaries. The firm's services include tax preparation, tax planning, consulting, audit representation, business transaction advisory, succession planning, and multi-state tax matters. Operations are supported by a structured team of employees and experienced tax professionals, with established workflows, digital document management systems, and long-standing client relationships. Most clients engage the firm on a recurring basis for annual tax compliance and year-round advisory services, creating a stable and predictable operating environment. The practice has built its client base primarily through referrals and reputation, resulting in strong retention and a broad customer mix without significant client concentration. The owner is seeking retirement and is willing to assist with a transition to support continuity of operations, client relationships, and staff integration.