CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3205CACarlsbad$914,774soldAccounting & Tax Brokerage

$1,300,000 - Upscale Tax and Bookkeeping Firm in Carlsbad, CA for Sale. Firm consists of 2 Partner Shareholders along with Staff to generate revenue of $915k. Revenue is derived from Approx. 600 Individual tax clients with an average fee of $710 and 125 Entities with avg fees around $1,565. Practice generates 69% of revenue from Tax Preparation services along with 14% from Bookkeeping and Payroll and 17% from Consulting, IRS/FTB Audits and Misc Tax Services. Practice uses Lacerte and Quickbooks.

Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile/ , and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.