CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3489CACampbell$579,377availableAccounting & Tax Brokerage

CPA Firm in Campbell, CA for Sale. This firm’s Gross Revenue of $570,000 is broken down to 58% Tax Preparation services and 42% Financial Statement reporting/Accounting/Sales Tax/Bkkpg/etc. Over 90% of clients routinely drop off/email/mail documents and approximately 10% come in to the office for an appointment. However, the practice has transitioned many of the 10% to virtual since Covid. Practice tax return preparation consists of approx. 160 individuals with an average fee of $1,462, and 73 Entities with an average fee of $1,294 (some entity fees are included in Accounting Service fees), and the Financial Statement Reporting and Accounting consists of 6 major clients and multiple small businesses. Practice is best suited to a local CPA who is experienced, friendly and compassionate. Firm currently uses Lacerte, QuickBooks and CSA. Much more information is available via the Practice Profile.

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