Category: Listing Posts (Page 1 of 2)

Virtual Practice

Location: Anywhere – $100,000

This Virtually based Tax firm is available for purchase during tax season. This sale is 100% individual tax returns which are currently prepared on Lacerte. Practice gross revenue of approximately 76k is from 69 clients with an average fee of $1,097. Clients are primarily located in MA and CA and the buyer should be very familiar with the state tax issues of each.

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.

 

Mountain View

$116,000

Coming Soon – This practice will be available to close after 4/15/2020. Please contact us now to set up a time to speak with the seller.

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

Please contact us at 855-428-2225 for more information.

$675,000 Gross Revenue

Maui

Maui – $75,000

Info Coming Soon. 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.

Corvallis

Corvallis Region, OR – $170,000

Enrolled Agent Tax Firm for sale in the Corvallis area. Practice has been in the area for over 20 years and the Sellers are looking forward to retirement. Approximately 60% of clients come in to the office for an appointment, while 30% will mail/email in their tax info and 10% stop by to drop off or see someone if available. Revenue is 14% Payroll/Accounting/Consulting and 86% Tax and generated from approximately 200 individuals with an average fee of $485 along with 25 Entities with an average fee of $1,162. Much more information is available in 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.

Bay Area – South Bay

Bay Area – South Bay $645,000

Enrolled Agent firm for sale in the North West area of the South Bay. Practice has been in business over 30 years and has a very loyal client base. Approximately 39% of clients schedule an appointment while 61% will drop off/email/upload/mail in their tax documents. Practice uses Drake along with quickbooks and CFS for 820 individual tax clients with an average fee of $460 and 77 entities with an average fee of $836. Additional revenue from Bookkeeping/Payroll/Tax Planning, etc totals about $43,000 per year. 2019 Revenue will be right around $500,000. 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.

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.

City of Industry

$690,000

CPA Firm for sale in the City of Industry for sale. This great practice produced Gross revenue of $576,449 in 2018 and will provide over $350k net to new owner. Sellers would prefer to sell after 4/30/2020 but will talk to prospective buyers any time. 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.

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