Seal Beach

Overview

SOLD October 2024 – CPA firm for sale in Seal Beach, CA. ref #SLB124. The Seller has been in business for many years and is now looking forward to semi-retirement. The practice operates mostly from a home office in a nearby community but utilizes a co-working space in Seal Beach for mail, phone, reception and conference room usage. Approximately 40% of clients mail in their tax documents, while 16% remit electronically, 11% drop-off and 33% like to come in for an appointment. The clients can be moved to another office in the region since the practice has clients in both Los Angeles County and Orange County. There are no employees at this firm. Gross revenue of $119k is derived from 141 Individuals with an average fee of $551 and 38 Entities with an average fee of $1,110. Practice currently uses UltraTax for tax preparation as well as QuickBooks, Excel, and CFS. The clientele will transition best to an experienced EA or CPA with a strong background in tax and who is comfortable consulting with clients, in addition to preparing returns. 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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