CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3828CAOakdale$520,000availableAccounting & Tax Brokerage

$520,000 - CPA firm for Sale in Oakdale, CA. This firm is well regarded in the community with a solid reputation. Seller is looking forward to retirement but is available to assist Buyer, part-time as needed, for a couple years. Practice provides Bookkeeping, Payroll and Tax Services to multiple individuals and business entities in the area. Gross revenue of $460k is derived from 737 Individuals with an avg. fee of $346, 136 entities with an average fee of $724 plus accounting and bookkeeping clients that bring in an additional $91k of annual revenue. Firm uses Lacerte and Quickbooks. Staff is likely to remain after the sale which will assist in client retention. Seller is looking for an experienced CPA with a background in tax who has a sense of humor and is able to communicate efficiently with clients. 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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