10/02/2026
We have an opportunity to share in the form of a well-established practice in Los Altos, California.
This tax and accounting practice was started from scratch in Los Altos in 1990 as a part-time business. The owner shifted to full-time in 2000. Over the years it has grown primarily from referrals and word-of-mouth, with a nominal advertising budget adding some client leads. This is a very profitable practice with 82% of revenue generated from tax compliance work (planning, consulting, and preparation) and monthly accounting services generating 15% of revenue to help with off-season cash flow. The average fees on tax returns are good with a $2,100 average on 1040s and a $5,000 average on 1120/1120S returns.
The owner would love to work with the buyer for an extended period to ensure a smooth transition for staff and clients.
Please DM us if you are interested in signing an NDA for a more detailed report.