|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4002||CA||Arcadia||$864,064||sold||Accounting & Tax Brokerage|
$700,000 - CPA firm in Arcadia, CA for Sale. This well-established firm has been in the same location for the past 6 years. Firm’s current office suite is likely available to Buyer if desired or the firm can be relocated within the area. Firm currently operates using Lacerte Tax Software, Quickbooks, Tax Tools and TValue. 100% of clients will drop-off/email/upload their tax documents to the firm and out of those 75% will sign and complete the process virtually while 25% return to the office to pick up. Gross revenue of approximately $864,000 is derived from 1600 individual clients with an average fee of $359 and 500 Entities with an average fee of $645. Please note, total number of clients and average fee represents 100% of the firms clientele, but the seller is retaining roughly 325 clients after the sale. Gross income of full firm is $1,064,064 while gross income of $864,064 is after seller retained client income is removed. This firm is best suited to an EA or CPA who has a background providing Tax and Accounting services to multiple client types and is also familiar with Trust Accounting. Seller is ideally looking for an individual or Firm that take a hands-on approach to client relationships. Much more information is available on the Practice Profile pdf. 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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