Category: Southern California

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.

 

 

 

 

 

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.

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.

San Diego

$300,000

CPA Firm for Sale in the Bankers Hill area of San Diego. Practice revenue is broken down to 77% Tax Preparation, 3% Accounting and 20% Insurance Services. Firm has about 140 Individual clients with an average fee of $700 and 60 Entities with average fees of $1,120. Much more information is available on 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.

Lancaster

$160,000

Please email steve@atbcal.com for information.

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