CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4083CAAtascadero$650,000sale pendingAccounting & Tax Brokerage

$400,000 - SELLER VERY MOTIVATED! PRICE REDUCED!! CPA firm for sale in Atascadero, CA. This firm 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. Sales price of $400k is based on approximately $650k of gross revenue which is derived from 928 Individual returns with an average fee of $485 along with 187 Entities with an average fee of $835, 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 typical upscale tax practice that works with a variety of Individuals and Businesses in the local area. 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. 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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