San Diego – University City

Overview

CPA Firm for Sale in the University City neighborhood of San Diego. This sole-proprietor firm was established by the Seller over 30 years ago and has been in its current location for over 20 years. Due to the location there are a lot of biotech clients at the firm and any successor should be comfortable with stock options and the industry. The Firm provides mostly Tax services and limited Bookkeeping to a loyal client base. Practice can be moved from it’s current location but should remain in the local region for the best client retention. Firm generates gross revenue of $218k from 211 Individuals with an average fee of $768, plus 22 Entities with an average fee of $1,418 (additional breakdown below), and $25k of revenue from limited Bookkeeping services. Most clients utilize a web based portal for document upload, and will download the completed return after a zoom review with the seller. Approximately 10% of the clients will drop off their tax information while 15% mail-in and 75% remit electronically. Seller is ideally looking for a CPA with a background in tax who will care for the relatively high net worth clients for years to come. Firm uses Lacerte & QuickBooks online. 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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