Sold

Pleasanton

Pleasanton, CA

← Back to Listings

Overview

This multiple partner CPA firm could be perfect for an experienced CPA or EA. Firm revenue of $152k is derived from approximately 144 Individual clients with an average fee of $524 and 102 Entities with an average fee of $750. Gross revenue breakdown is roughly 100% Income Tax Preparation. Currently 95% of clients will remit documents via email and online portal while 5% come in for an in-person meeting. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Financial Highlights

CPA Firm
Annual Revenue $151,956
Annual SDE $151,956
Individual Clients 144
Ind. Avg Fee $524
Entities 102
Entity Avg Fee $750

Revenue Composition

Tax Prep Income $151,956

Gross Revenue Breakdown

100% Income Tax Preparation

95% of clients will remit documents via email and online portal
5% come in for an in-person meeting

Confidential Details

Log in or register for buyer access to view the full financial package and detailed due diligence materials for this listing.