Oceanside

Overview

CPA firm for sale in Oceanside, CA. This firm was established y the Seller in 1998 and has been operating in it’s current location for 15 years. The Seller is looking forward to moving on to other ventures, but is willing to aid in client and employee retention. Firm provides Bookkeeping, Payroll, Accounting and Tax Services to multiple individuals and entities. Practice can remain in the same location or be moved, but if moved then it should remain in the local area for the best client retention. Seller generates gross revenue of $325k from 375 Individuals with an average fee of $551, plus 97 Entities with an average fee of $841 (additional breakdown below), and $37k of revenue from Bookkeeping, Tax Planning & limited Payroll services. Clients no longer come in to the office for an appointment and approximately 35% drop off, 25% mail-in and 40% remit electronically. Firm uses Lacerte, TValue & Tax Tools. Seller is looking for a CPA, or EA, with a background in tax who is personable and comfortable preparing all types of tax returns. 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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