This CPA practice has been serving individuals, closely held businesses and non-profit entities throughout Orange and Los Angeles counties for over 35 years. Annual revenue was $387,000 and $393,000 in 2024 and 2025 respectively. Seller uses Lacerte for tax preparation. The seller would like to eventually retire and to devote more time to a charitable foundation that he founded and manages but he is open to a variety of client transition scenarios.
Contact us if you would like to learn more about this opportunity. We will have a detailed report in the next week that you can review after signing a non-disclosure agreement.
Send an email to jwilson@prohorizons.com.
