Sold

Carlsbad

Carlsbad, CA

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Overview

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 complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.

Financial Highlights

CPA Firm
Annual Revenue $934,145
Annual SDE $420,024
Asking Price $1,300,000
Individual Clients 600
Ind. Avg Fee $709
Entities 125
Entity Avg Fee $1,565

Revenue Composition

Tax Prep Income $628,893
Bookkeeping Income $127,697
Other Income $158,184

Gross Revenue Breakdown

69% of revenue from Tax Preparation services
14% from Bookkeeping & Payroll
17% from Consulting, IRS/FTB Audits & Misc Tax Services

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