|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3205||CA||Carlsbad||$914,774||sale pending||Accounting & Tax Brokerage|
Upscale Tax & 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 & Payroll and 17% from Consulting, IRS/FTB Audits & Misc Tax Services. Practice uses Lacerte and Quickbooks.
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