Business Description

Established CPA firm located in Carpinteria, CA is up for sale (ref # CAR124). With a gross revenue of $404k, the firm serves 574 individual returns and 152 Entities. Additionally, there is $102k income from Accounting/Bookkeeping & Payroll services. The practice, which includes 2 full-time and 1 part-time employee, is well-suited for a buyer with a strong tax background, ideally an EA or CPA. The Seller is willing to help with the transition to ensure continuity for clients. This long-standing firm has deep roots in the local community, operating out of the same location for 15 years in Carpinteria, known for its small-town charm. Buyers are advised to maintain the current office space or secure one nearby to facilitate client and staff retention. A majority of client meetings are conducted virtually, with few in-person appointments, demonstrating the firm's adaptability to modern communication methods. The Buyer should possess strong communication skills and be proactive