CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3766CAOrange, CA$337,615newAccounting & Tax Brokerage

$595,000 - CPA/EA CFP Firm for sale in Orange, CA. Gross Revenue of approximately $337k is broken down to 500 Individual tax returns with an avg. fee of $350, along with 91 business returns with an average fee of $596, Bookkeeping and Payroll revenue of $6k and $158k of net Securities income. Owner is looking forward to retirement but is available to assist in transition and would prefer to remain after close to assist buyer. Practice has been in the same location for over 6 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 or EA with a Series 7/63 who will provide care and excellent service to all the clients. Approx. 80% of clients prefer to schedule an appointment while the other 20% mail/email/upload/drop off their documents for return preparation & bookkeeping. Firm uses Lacerte, TaxTools and Quickbooks, and staff will likely want to remain after the sale. 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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