CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3829CARancho Bernardo$1,216,597sale pendingAccounting & Tax Brokerage

$1,100,000 - CPA Firm for sale in the Rancho Bernardo community of San Diego. This is a full-service firm providing individual, trust, partnership and corporate tax compliance and planning as well as audit, review and compilation. The clientele will transition best to an experienced CPA familiar with multistate tax preparation and high net worth individuals. Firm revenue is generated from 544 individual clients with an average fee of $1,163, plus 153 Entity tax clients with an average fee of $2,001 along with income from Accounting services. Firm uses Lacerte tax software, Tax Tools, PPC and CCH Axcess. The current office location and some of the staff should remain consistent after the sale to aid in a successful transition. 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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