Van Nuys #VAN125

Overview

CPA Firm in Van Nuys, CA for Sale – Ref# VAN125

Experienced CPA ready to retire after decades of serving a loyal, high-value client base. The Seller is willing to assist the Buyer with transition and during the upcoming tax season, if needed, but they do not want to continue managing the firm or working full-time while a replacement is hired. The office is currently located in Van Nuys but none of the clients are located nearby, therefore the Seller feels the firm can be moved anywhere within a 20-25 mile radius without issue. The firms gross revenue of $174k is derived from 40 individual tax returns with an avg. fee of $1,375, plus 33 Entities with an avg. fee of $2,697 (see breakdown below), and $30k of Accounting income from 3 monthly & 3 annual accounting client and 3 after the fact payroll clients. Approximately 70% of clients remit their documents electronically, while 2% come in for an appointment, 5% drop-off documents, and 23% mail everything to the office. Firm employs 1 part time bookkeeper to assist with accounting & payroll. clients. The employee may continue working after the sale if the Buyer needs assistance. The Seller wants to ensure that the Buyer will continue to service the clients in the same manner they are accustomed to. The clients will transition best to a CPA with extensive tax experience and excellent communication skills.

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