San Diego Accounting Firm For Sale
Not Disclosed, CA San Diego County
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- RE: San Diego Accounting Firm For Sale
- Contact: Steve Sharp
- License #: 2221795
Quick Facts
| Asking Price: | $3,000,000 | |
| Annual Revenue: | $1,802,776 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $1,457,004 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $100,000 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2004 | |
| Employees: | Not Disclosed | |
| BBN Listing #: | 1011604 | |
| Broker Reference #: | SBB-10130 |
Business Overview:
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.
Contact the Seller:
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Property Features and Assets:
The firm operates from approximately 2,200 square feet of leased office space in San Diego, CA. Included assets consist of office furniture, fixtures, equipment, computers, technology infrastructure, digital document management systems, and established operational workflows. The practice benefits from long-standing client relationships, recurring revenue streams, and a trained team of experienced tax professionals and support staff.
Reason for Selling:
Retiring. Kindly ask the seller for more information.
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
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