Month: May 2018

Santa Rosa

Santa Rosa, CA – $425,000 NEW

CPA firm for sale in Santa Rosa. This practice currently generates approx. 350k of revenue from 340 individual tax clients with an average fee of $560+ and 90 entities with an average fee of $900+, along with bookkeeping and other service revenue of $70k. Firm currently sees 70% of clients for an appointment while 30% will mail/email/fax in their documents. Office uses Lacerte for tax preparation. Selling due to illness and will discount for cash sale.

Please complete the Buyer Profile and NDA online and select the above practice to instantly receive more information. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

San Marcos

San Marcos, CA – $225,000 NEW

CPA firm in San Marcos, CA for Sale. This practice currently generates 85% of its revenue from tax preparation services and 15% from bookkeeping services. Practice has approximately 300 individual tax returns with an average fee of $457, along with 65 1120/1120s returns with an average fee of $770, 56 1065 returns with an average fee of $536 and 18 1041’s with an average fee of $485. A full breakdown, and more information on practice operations, is available on the Practice Profile via the link below.

Please complete the Buyer Profile and NDA online and select the above practice to instantly receive more information. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

ATB, Inc.
BRE 02002824

Redlands

Redlands, CA – $75,000 NEW

Tax Practice for Sale in Redlands, CA. This all tax firm currently prepares approximately 400 individual tax returns with an average fee of $160 and 12 entities with an average fee of $406. The majority of clients (about 90%) will mail/email in their documents and about 10% will schedule an appointment. Firm uses OLT Pro for tax preparation services. No current office lease and the practice can be moved in to another local location. Please contact or request the profile via the link below.

Please complete the Buyer Profile and NDA online and select the above practice to instantly receive more information. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

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