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Ref | Location | Annual Gross $ | Status | Private sale/Name of broker |
1423 | Central Coast | $169,000 | Sold | Accounting & Tax Brokerage, Inc. |
This CPA firm is well established and has been in the same location for over 10 years. Seller is looking to transition all individual tax returns while retaining all entity work for a few more years. Current individual tax revenue is approximately $170,000 from 675 clients with an avg. fee of about $250. Approximately 15% of tax clients schedule an appointment while 85% will mail in or drop off their documents.
Please complete the Buyer Profile and NDA to on our website at www.atbcal.com/buyerprofile to automatically receive the Practice Profile. If you have already submitted a buyer profile and NDA, or have any questions, please contact us via email or at (855) 428-2225 for this listings profile.
Accounting & Tax Brokerage
ATB, Inc.
CA Bre 02002824