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 in the Practice Profile.

Please complete the Buyer Profile and NDA online at https://www.atbcal.com/buyerprofile/ to instantly download the practice profile PDF. Once the web form has been submitted you will be able to download additional information on this practice and any other practices you are interested in. If you previously submitted a buyer profile and NDA, you can submit it again to be added to our new download system, or contact us. Please contact us at (855) 428-2225 or via email for this listings profile. Please check your junk folder if you don’t receive any email notifications within 5 minutes.


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