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South Orange County II

South Orange County – $350,000 NEW

Enrolled Agent tax firm for sale in South Orange County. Practice currently generates revenue from approximately 300 individual clients with an average fee of $550+, along with 75 entities with an average fee of $1,040+, and approximately 25k of revenue from amendments, prior year, and other consulting services. This firm currently uses UltraTax for tax preparation and operates with very low overhead providing more than 225k of net profit.

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.

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.

Incline Village

Incline Village $105,000

Practice currently generates tax revenue from approximately 150 individual tax returns with an average fee of $435, 6 Trust/Estate returns with an average fee of $430, 1 Corp with an average fee of $504, and 2 Partnerships with an average fee of $612. Firm also generates approximately $22k from accounting & bookkeeping services, along with an additional 5k from Misc services.

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.

 

 

Auburn

Aerial Auburn

Auburn, CA CPA Firm for Sale – $400,000

This CPA firm currently prepares approximately 550 tax returns for individual and entity clients with an average fee of $455 and $1200 respectively. Practice also generates approximately 60k from Monthly and Annual Bookkeeping clients for a gross practice revenue of about $335,000. This office currently sees about 70% of clients schedule an appointment while 30% will mail in/drop off/email their documents. Practice currently uses Drake software for tax preparation, along with quickbooks and CFS software for bookkeeping operations. Present location is professional and available to Buyer.

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.

Sonora

$95,000

Bookkeeping & Payroll firm for Sale in Sonora, CA. This firm has been in the same location for over 10 years. This sale is 100% bookkeeping and payroll services for steady monthly income and is broken down to approximately 45% payroll prep and 55% bookkeeping. Firm currently uses Quickbooks, and the business can be moved and combined with an existing office. Practice revenue is derived from; approximately 25 payroll clients and 64 bookkeeping clients of varying frequencies.

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

 

South Orange County

South Orange County EA Firm for Sale – Sale Pending

Enrolled Agent firm in South orange County for Sale. This firm provides tax preparation services to approximately 650 individuals with an average fee of $400, and about 100 entities with an average fee of $720 along with bookkeeping/payroll/consulting services that generate year round revenue of about $127k. This practice generates 28% of the revenue from services other than tax preparation and 72% of revenue from tax preparation services. Please contact us for more information or complete the online buyer profile and NDA.

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.

Palm Desert

Palm Desert – Sale Pending

This Enrolled Agent firm has been in business since the 1980’s and the seller is looking to retire. This practice generates approximately 300k of revenue with 54% of the revenue coming from Bookkeeping and 46% from Tax return preparation. Practice currently has approximately 40 bookkeeping clients with an average monthly fee of $338, 35 entity returns with an average fee of $1,150 and 280 individual tax returns with an average fee of $350. Please contact us, or complete the Buyer Profile, for more information.

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.

Susanville

$950,000

Well established 2 Partner CPA firm for sale in Susanville. This Primarily Tax focused firm uses Lacerte for individual and entity filings. Practice consists of approximately 725 tax clients with an individual average fee of $640 and an entity average fee of $1,500, along with bookkeeping and a handful of compilations per year. Revenue is 70% Tax and 30% Accounting. Practice currently generates $872k of gross revenue with approx. 467k of net profit. Seller owns the office building and will consider selling the building if buyer desires. Seller financing available on Practice and Building. Firm is filled to capacity and has a waiting list of clients.

For more Information, please complete the Buyer Profile and NDA online and select the above practice as the one you are interested in. 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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