San Diego (Clairemont)

Overview

CPA practice for sale in San Diego, CA. Seller is available to provide transition assistance after the sale and can assist on a limited basis during tax season. Gross revenue of $275k is derived from approximately 219 Individual returns with an average fee of $683 along with 123 Entities with an average fee of $1,016 (see breakdown below), in addition to consulting, 1099 and tax planning income. Approximately 23% of clients like to come in to the office for an appointment while 77% submit their tax information via an online portal, email and mail in their documents. The office space is available to lease or the practice can be moved from its current location. If the practice is moved then a location close by will be best for client retention. There is 1 full-time Administrative Assistant who has been with the firm for many years, and is proficient with tax data input, along with tax return processing procedures. The clientele will transition best to an EA or CPA with a background in tax & bookkeeping who is comfortable working with multiple small business owners. Practice currently uses Lacerte for tax preparation and Quickbooks. Seller will entertain all offers and is willing to carry financing based on offer terms, experience, background, and credit, with a suitable down payment. 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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