Category: Listing Posts (Page 1 of 2)

Oceanside

Oceanside, CA – $70,000

Tax & Bookkeeping Firm available in Oceanside, CA. This practice is run virtually and can be operated from anywhere. Firm consists of  77 Individual Returns with an average fee of $322 and 8 Entities with an average fee of $941. Practice revenue is 58% tax prep & 42% Bookkeeping. 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 – $1,050,000

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.

Carlsbad

Carlsbad, CA – $62,500

Carlsbad Tax & Bookkeeping Practice for Sale. Practice is well established in the community and most clients have been with the seller for over 10 years. Majority of clients will upload/email/mail documents to seller to complete returns digitally, while only a few are seen in-person. Practice consists of approximately 43 individual clients with an average fee of $453 and 11 entities with an average fee of $495. Revenue breakdown is 54% from Tax Return Preparation & 46% from Bookkeeping/Sales Tax/Payroll. Firm uses Lacerte & Quickbooks Online. 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.

 

 

 

 

 

Downey

$65,000

Tax & Bookkeeping practice for sale in Downey. Approximately 70% of clients come in to office for an appointment and 30% will come to the office when they are ready to file. Practice currently uses Drake for tax prep and Quickbooks for bookkeeping. Revenue breakdown is 42% Bookkeeping, 15% Payroll and 43% Tax. 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.

Fullerton

$335,000 – New Listing.

Enrolled Agent Tax & Bookkeeping firm for sale in Fullerton. Practice revenue of $280k is approximately 50% tax and 50% bookkeeping. Practice currently uses ATX, Quickbooks & Medlin. There are approximately 335 individual tax clients with an average fee of $265 along with 144 entities with an average fee of $450 and 86 bookkeeping/Payroll/Sales Tax/Other Service clients (most on quarterly basis) with an average annual fee of $1,480/yr. Additional information will be updated when available. If you want to receive the practice profile as soon as we have all the financial data from the seller then please complete the Buyer Profile and NDA online.

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

Bay Area – South Bay

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. 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.

Bay Area – East Bay

Bay Area – East Bay – $310,000

CPA Firm for sale in the East Bay. This practice is located in the Northern Coastal area of the East Bay. Practice currently uses Lacerte along with Quickbooks and Tax Tools for Tax & Accounting. Gross revenue of $278k is generated from 75% Tax Preparation and 25% Bookkeeping/Write up/Payroll. Firm currently prepares approximately 350 individual returns with an average fee of $400, and 130 Business/Entity returns with an average fee of $485. More information is available in the Practice Profile. Please complete the Buyer Info 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.

San Jose

$130,000

Partial practice for sale in San Jose, CA. This partial practice sale is comprised of 33 Individual tax clients with an average fee of $1,462 along with 23 Entities with an average fee of $2,419 and limited Bookkeeping/1099/571L work that totals $2,493. CPA is looking to reduce their current workload. The current office is home based and these clients will need to move to your location. 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.

Page 1 of 2

Powered by WordPress & Theme by Anders Norén