This CPA practice has been serving high-wealth individuals and closely-held businesses in the San Diego area for over 35 years. Annual revenue was $657,000 and $658,000 in 2024 and 2025 respectively. A large attest client was acquired in late 2025 so it’s now a straight tax and bookkeeping practice moving forward. Seller has been operating the practice on a semi-absentee basis with a staff of five for many years so there are significant savings to be had for a full-time, owner-operator. Seller is open to a variety of transition scenarios.
Tax software: Lacerte
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.
