Author: admin Page 1 of 2

N. Santa Clara County

N. Santa Clara  – $625,000

CPA Firm in Northern Santa Clara county for sale. 2019 Revenue of $579,377 is broken down to 63% Tax Preparation services, 33% Financial Statement reporting and 4% Accounting/Sales Tax/Bkkpg/etc. Over 90% of clients routinely drop off/email/mail documents and approximately 10% coming in to the office for an appointment. Firm currently uses Lacerte, Quickbooks and CSA. Please complete the Buyer Profile and NDA online and additional information will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA , and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listing profile. Please check your junk folder if you don’t receive the information within 5 minutes.  

Rancho Cucamonga

Rancho Cucamonga, CA – $300,000

EA firm for sale in Rancho Cucamonga, CA. This 84% Tax Preparation & 16% Bookkeeping/Payroll/Consulting firm is well suited for either a CPA or EA. Firm revenue of $265k is derived from approximately 900 Individual clients with an average fee of $230 and 77 Entities with an average fee of $397. Approximately 80% of clients will schedule an appointment while 1% will walk-in and 19% will remit tax documents via email/mail/fax. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.

Del Mar

Del Mar, CA – $300,000

CPA firm for sale in Del Mar, CA. This 100% Tax Preparation firm is well suited for either a CPA or EA who has a strong background in complex individual tax preparation. Firm revenue of $230k is derived from approximately 205 Individual clients with an average fee of $1089 and 5 Entities with an average fee of $1515. Almost 90% of clients will remit tax documents via email/mail/fax while 10% will want to come in for an in-person meeting. Practice is currently home based and needs to be moved to an office within a reasonable distance. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.

 

Fountain Valley

Fountain Valley, CA – $250,000

EA firm for sale in Fountain Valley, CA. This Firm would make a great addition to any practice and is best suited for either an EA or CPA who has income tax return prep experience. Firm revenue of $200,300 is derived from approximately 190 Individual clients with an average fee of $700 and 72 Entities with an average fee of $618. Over 70% of clients will remit tax documents via email/mail/fax while less than 30% will want to come in for an in-person meeting. Practice is currently home based and needs to be moved to an office within a reasonable distance. Revenue breakdown is 89% related to tax preparation and 11% Bookkeeping & Misc. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.

Mountain View

Mountain View – $98,000

CPA tax & consulting firm located in Mountain View, CA for sale. Practice currently uses Lacerte tax software to prepare 150 individual & 80 entity tax clients. This is a partial sale and the seller will retain approximately $50-60k of revenue from the current client base. Seller is available for transition and is able to assist in tax preparation next tax season if desired. Seller has identified clients with revenue totaling $92,200 with individual income tax average fees of $708 and an average entity fees of $680. Much more information is available on the Practice Profile. Please follow the link below to receive additional information.

Please complete the Buyer Profile and NDA and select the above practice to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Carlsbad

Carlsbad Tax Firm for Sale – $1,300,000

Upscale Tax & Bookkeeping Firm in Carlsbad, CA for Sale. Firm consists of 2 Partner Shareholders along with Staff to generate revenue of $915k. Revenue is derived from Approx. 600 Individual tax clients with an average fee of $710 and 125 Entities with avg fees around $1,565. Practice generates 69% of revenue from Tax Preparation services along with 14% from Bookkeeping & Payroll and 17% from Consulting, IRS/FTB Audits & Misc Tax Services. Practice uses Lacerte and Quickbooks. Much more information is available on the Practice Profile. Please follow the link below to receive additional information.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Bay Area – Peninsula

Bay Area – Peninsula – $675,000

CPA firm in the Peninsula area for Sale. This is a great 100% tax preparation practice that generates approximately $675,000 Gross Revenue from 680 individual clients with an average fee of $810 and 100 entities with an average fee of $760 along with $46k of revenue from annual tax planning services. This practice would fit an EA or CPA that has a tax background. Much more information is available on the Practice Profile. Please follow the link below to receive additional information.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Maui

Maui – $75,000

Enrolled Agent firm for sale in Maui. Practice currently generates approx. 60k gross revenue from 120 individual tax clients with an average fee of $400 and 20 Entity clients with an average fee of $650.  Practice currently uses ProConnect software for individual and entity tax filing. Office is currently home based and can be moved within the area. Much more information is available on the Practice Profile. Please follow the link below to receive additional information.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Westwood

Westwood, CA – $975,000

CPA Firm in Westwood, CA for Sale. Firm consists of 2 Partner CPA’s along with Staff to generate revenue of $875k. Revenue is derived from Approx. 340 Individual tax clients with an average fee of $588 and 275 Entities with avg fees around $1,100. Practice generates 60% of revene from tax preparation services and 40% from Business Management, Consulting, IRS/FTB Audits & Misc Write Up work. Much more information is available on the Practice Profile. Please follow the link below to receive additional information.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Visalia

$560,000

CPA Firm in Visalia, CA for Sale. This 2 partner firm is well established and has been in the area for over 20 years. Firm currently uses Lacerte for tax preparation along with Sage, & Pro Systems for Accounting & Compliance. Practice gross revenue of $475,616 is broken down to 34% Tax Preparation, 5% Payroll Service, 20% Bookkeeping/Write-up, and 41% Business & Tax related services/Audits/1099’s/Tax Planning/etc. Tax Revenue is from 106 Individual Tax Clients with an average fee of $998, along with 38 Entity Tax Clients with an average fee of $1,398. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Page 1 of 2

Powered by WordPress & Theme by Anders Norén