San Diego Accounting Firm For Sale

NOT DISCLOSED, California

Asking Price	$3,000,000	Year Established	2004
Annual Revenue	$1,802,776	Reason for Selling	Retiring
Annual P/L	$0	Attention	Steve Sharp
Annual Cash Flow	$1,457,004	Listing Number	1011604
# of Employees		Business Category	Services: Financial, Accounting, Insurance

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.

Property Features and Assets:

<p>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.<br></p>

Market Competition and Expansion:

Additional Details: