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Ref Location Annual Gross $ Status Private sale/Name of broker
2345 Citrus Heights $582,023 Sale Pending New Clients Inc.

Citrus Heights, California
Supplied by New Clients, Inc.

Purchase Price: $650,000 – Financing available to qualified applicants. Various programs available. Call for details.


Monthly Clients: 43, Avg Fee: $425, Total: $191,110
Quarterly Clients: 1, Avg Fee: $407, Total: $407
Annual Clients: 10, Avg Fee: $2500, Total: $25,000

Income Tax:

Individuals: 600, Ave Fee: $335 Total: $201,374 (230 not billed for 2017)
Businesses, S Corps: 107, Avg Fee: $855 Total: $91,552
Partnerships: 22, Avg Fee: $728 Total: $7,907 (10 extensions not billed)
Other: 65, Ave Fee: $636 Total: 41,375

Total Gross Income: $582,023

Full-time Employees: 3
Part-time Employees: 2

Description of clientele: Small business bookkeeping, and individual, nice people who look for us to keep them safe from the IRS and pay as little tax as possible. Many are successful, some are struggling. We have a good number of mail-in information for tax prep. We have acquired 2 practices over the years.

Seller is requesting the following additional information from the buyer:

Confidentiality Agreement
Financial Statement

Interested Parties Should Contact:
Todd Steinberg

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.

For more details please contact the advertiser about this listing:
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