CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4083CAAtascadero$700,000newAccounting & Tax Brokerage

$850,000 - CPA firm for sale in Atascadero, CA. This firm, owned by 3 Partners, was established by the Sellers in 2005 and has been operating in its current locations for 10 years. Listed price is based on partial sale. Gross carve-out revenue of approximately $700k is derived from 945 Individual returns with an average fee of $377 along with 211 Entities with an average fee of $740, plus 11 Bookkeeping clients for $27,000/yr, and 11 Payroll clients for $15,450/yr. Firm is relocatable but should stay in the general area for client retention purposes. Practice currently uses Lacerte for tax preparation as well as QuickBooks. This is a “general business practice” meaning they work with a wide range of business and personal clients. The clientele will transition best to a CPA or an EA who should be knowledgeable in all aspects of taxation, able to communicate clearly with clients and be willing to assist in financial guidance, both personal and professional. 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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