CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3535CASanta Ynez Valley$1,004,352availableAccounting & Tax Brokerage

$1,400,000 - CPA firm for sale in the Santa Ynez Valley region. Firm revenue of $1,004,352 includes approximately 835 Individual tax clients and 281 Entity tax clients along with Bookkeeping and Consulting Services. Gross revenue breakdown is roughly 82% Income Tax Preparation, 13% Bookkeeping and 5% Consulting. Firm uses Lacerte and sale includes all FF&E required for office operations. Current staff should be retained after close and both Selling Shareholders are willing to stay through transition as needed. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824.


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