CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4027CALake Forest$524,572availableAccounting & Tax Brokerage

$620,000 - CPA firm for sale in Lake Forest, CA. The CPA Seller is ready to retire and is looking to sell the entire practice. The firm was established by the Seller over 30 years ago and has been operating in its current location for the last 7 years. Gross revenue of $525k is derived from 165 Individual returns with an average fee of $1,037 along with 121 Entities with an average fee of $2,135, plus 1 Review for $8,200 and 3 Compilations. Seller owns the current location which can be leased, purchased, or the firm can be moved to another location within the region. Practice currently uses Lacerte for tax preparation as well as Quickbooks, CFS, and Number Crunchers. Most clients will drop-off and mail their tax documents for return completion, but approximately 3% like to come in for an appointment. The clientele will transition best to a CPA with an extensive background in tax and who will care for the clients in the years to come. 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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