CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3892CAPetaluma$140,000newAccounting & Tax Brokerage

Petaluma partial CPA Firm for Sale. Portion of firm for sale consists of long-term clients who the Seller needs to find a good home for moving forward. None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California. The clientele will transition best to a CPA or EA with a background in tax and accounting. Gross revenue of $117,555 is derived from 152 individual returns with an avg. fee of $632, plus 17 Entities with an avg. fee of $1,262. Practice uses CCH ProSystem fx tax preparation software. 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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