CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4052CASan Diego (Point Loma)$192,491availableAccounting & Tax Brokerage

$237,500 - Tax firm for sale in the Point Loma community of San Diego, CA. This Sole-Proprietor firm was established by the Seller in 1988 and has been operating in its current location for over 9 years. Gross revenue of $192k is derived from 430 Individual returns with an average fee of $379 along with 52 Entities with an average fee of $566. This 100% tax preparation Firm can be moved from it’s current location but should remain locally to help with client retention. Approximately 75% of the clients like to come into the office for an appointment and 25% prefer to mail/email/upload tax documents for tax return completion. The clientele will transition best to a licensed tax professional who has experience preparing multiple tax returns per year for all entity types. Practice currently uses Intuit ProSeries for tax preparation. 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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