Category: Northern California

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.

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.

Silicon Valley Region

$725,000

CPA Firm for sale in the Silicon Valley area (North West Santa Clara County). 2018 Gross Revenue $643,110 includes $399,100 (62%) from tax preparation services and $244,010 (38%) from accounting related services. Majority of clients (90%) drop off/email/mail documents with approximately 10% coming in to the office. Firm currently uses Lacerte, QUickbooks and CSA. Please complete the Buyer Profile and NDA and additional information 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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