San Diego – Rancho Bernardo

Overview

CPA firm in Rancho Bernardo, CA for Sale. This well-established firm has been in the same upscale and highly sought after community for the past 20+ years and can be relocated to another office in the area. Firm currently operates using Lacerte Tax Software, Quickbooks and Tax Tools. Gross revenue of approximately $602,266 is derived from 700 individual clients with an average fee of $588, 178 Entities with an average fee of $881 (see breakdown below), and approximately $34k of revenue from tax planning/consulting/misc. This firm is best suited for a CPA who has a well-versed background in Tax & Accounting with years of tax preparation experience. Much more information is available in the Practice Profile (including recent financials). Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.