Laguna Hills

Overview

CPA firm for sale in Laguna Hills, CA. This firm was established by the Seller in 1992 and has been operating in its current location for 8 years. The Seller will work, on a limited basis, for one tax season to ensure a smooth transition. There are 2 full-time tax preparers; the first would like to remain full-time, while the other would like to work part-time, in a remote capacity. Approximately 25% of clients remit their documents electronically, 30% mail-in, 30% drop off, and the remaining 15% of clients like to come in for an appointment. Firm provides accounting and tax services to multiple individuals and entities, including a financial advisor, a construction company and a fertilizer company that require consulting at a high level. Firm generates gross revenue of $558k from 390 Individuals with an average fee of $570, 76 Entities (see breakdown below) with an average fee of $1,725, and another $34k in Accounting services, $128k in Consulting and tax related services, and $44k in other business related services that are provided to clients. Practice currently uses Lacerte for tax preparation as well as QuickBooks and SmartVault. The clientele will transition best to an EA or CPA with a strong background in tax and who is personable, competent and understands the value of timeliness. 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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