This CPA firm will gross approximately $50k of revenue in 2017. The revenue is mostly tax service related with 5% of the revenue coming from bookkeeping services and 95% from tax preparation services. There are approximately 50 individual tax clients with an average fee of $615 and 11 entities with an average fee of $1,415. Firm currently uses Prosystem FX and Quickbooks for tax and accounting.
This CPA firm is home based and over 95% of the clients will mail/email their documents in to the office. The remaining couple will usually drop off. This office has no staff and must be moved from the sellers current home office. The ideal location for a buyer is from Walnut Creek to San Mateo, as the majority of the clients are located in those two areas, and the peninsula. This seller desires a mostly cash sale, but all offers will be accepted and considered.
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