|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3618||CA||Woodland Hills||$465,000||sold||Accounting & Tax Brokerage|
$570,000 - CPA firm for sale in Woodland Hills, CA. Firm revenue of $495k includes approximately 283 Individual tax clients with an average fee of $512 and 102 Entity tax clients with an average fee of $1,540 along with $175k in Accounting/Bookkeeping Clients and $19k in Consulting. Gross revenue breakdown is roughly 61% Income Tax Preparation and 39% Bookkeeping and Consulting. Currently 90% of clients will remit documents via email/mail/upload while about 10% want to schedule an in-person appointment. Firm uses CCH ProSystem FX and practice can be moved to another office in the local area.
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.