Concord #CON125

Overview

SOLD (Check our Listings page for our current AVAILABLE Listings) – CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase expires in 2026 but should remain in the surrounding East Bay community, ideally between San Ramon, Lafayette and Concord. The Seller is looking forward to retirement but is available to assist the buyer until April 2027, on a limited or part time basis. Approximately 20% of clients come in for an appointment, 20% drop-off, 20% mail-in and 40% submit their documents electronically. The gross revenue of $441,000 is derived from 160 Individual returns with an average fee of $1,025, plus 69 Entities with an average fee of $1,544 (see breakdown below), $110k from Bookkeeping/Accounting revenue, $1k of Payroll, and $59k of Consulting/Financial Statements/Tax Planning revenue. There is 1 part-time CPA employee who will likely remain on staff after the sale. Practice currently uses ProSeries for tax preparation as well as QuickBooks & QBO. The clientele will transition best to a CPA with a tax background, who exhibits great people and technical skills. It is important to the Seller that the individual is organized, able to network, and possesses philanthropic values.

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