|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4050||CA||Napa||$292,866||sale pending||Accounting & Tax Brokerage|
$350,000 - CPA firm for sale in Napa, CA. This firm was originally established in 1996 and has been in the same area since inception. The Seller is looking forward to retirement but will provide transition assistance as needed after the sale. Approximately 30% of clients like to come in for an appointment with an additional 50% who set up an appointment to bring in their documents and the last 20% mail/email their documents. Gross revenue of $293k is derived from 325 Individual returns with an average fee of $554 along with 82 Entities with an average fee of $1,115, plus 1 monthly Bookkeeping client for $10,800/yr, and about $10k of additional Tax Service revenue. The firm can be moved from it’s current location but it should remain in the Napa region for best client retention. Firm uses Ultra Tax along with QuickBooks and Tax Tools. The Seller is looking for someone who can provide quality tax work with a personal touch. The clientele will transition best to an experienced CPA that has experience providing tax services to multiple individuals and entity types. 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.