|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3722||CA||San Diego - Scripps Ranch||$400,824||sold||Accounting & Tax Brokerage|
$495,000 - CPA Firm in the Scripps Ranch community of San Diego for sale. Gross Revenue of approximately $400,000 is broken down to 376 Individual tax returns with an avg. fee of $470, along with 65 business with an average fee of $2,071, 26 Trusts with an average fee of $477 and Write-up, Payroll and Consulting revenue. Owner is looking forward to retirement but is available to assist in a smooth transition. Practice has been in the same location for over 10 years and can be kept in its current location or moved to another office within the area. The clientele will transition best to a local CPA who is open to meeting some clients face to face in order to build the relationship. Approx. 15% of clients prefer to schedule an appointment while the majority mail/email/upload/drop off their documents for return preparation and write-up. Firm uses Lacerte and Quickbooks and most of the staff will remain if buyer desires. Much more information is available in 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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