Capistrano Beach

Overview

CTEC firm for sale in Capistrano Beach in San Juan Capistrano, CA. This Sole-Proprietor firm was established by the Seller in 2004 and has been operating in its current location for 16 years. The Seller is looking forward to retirement but is willing to stay for a 1-year period to help with transition, pay rate to be negotiated. 45% of clients come in for an appointment while the other 55% drop-off, mail-in or electronically upload their documents to the Seller. Firm provides tax preparation, minimal bookkeeping as well as payroll and other miscellaneous accounting services to multiple individuals, small businesses and trusts. Please note, the current office building has been listed for sale. Should the Buyer like to keep the current space, it would need to be discussed with the landlord, and again with the new landlord, when applicable. If practice is relocated, the office should remain in the general area to aid in client retention. Practice generates gross revenue of $161k from 447 Individuals with an average of $281, plus 54 Entities (see breakdown below) with an average fee of $354, and $17k from bookkeeping and other miscellaneous services provided.  Practice uses Intuit Pro-Series and Lacerte for tax preparation as well as QuickBooks. Seller is looking for an experienced CTEC, EA or CPA with a background in tax & accounting to provide ethical, friendly and personable service to the book of clients they will be acquiring. Much more information is available on the Practice Profile. Please log-in to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.

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