Petaluma
Petaluma, CA
Overview
Petaluma partial CPA Firm for Sale. Portion of firm for sale consists of long-term clients who the Seller needs to find a good home for moving forward. None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California. The clientele will transition best to a CPA or EA with a background in tax & accounting. Gross revenue of $117,555 is derived from 152 individual returns with an avg. fee of $632, plus 17 Entities (see below for breakdown) with an avg. fee of $1,262. Practice uses CCH ProSystem fx tax preparation software. Much more information is available on the Practice Profile. Please follow the steps below to immediately download more information.
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Financial Highlights
CPA FirmRevenue Composition
Gross Revenue Breakdown
Entity Breakdown:
4 - 1120 @ $1,050 avg. fee per return
11 - 1120S @ $1,346 avg. fee per return
3 - 1065 @ $817 avg. fee per return
Seller has provided a specific list of individual and entity clients. Some of the businesses include Medical, Physician, Consultants, Media, Designers, Attorneys, Sales, Contractors, etc. Individual returns range from retired individuals to the self-employed.
Partial Practice
CCH Prosystem fx Tax Software
None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California