CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4086CAPleasanton$64,126newAccounting & Tax Brokerage

$80,000 - CPA firm for sale in Pleasanton, CA. This Sole-Proprietor firm was established by the CPA Seller in 2012 and has been operating in its current location for 4 years. Practice listed price is based on a partial sale of clients to reduce the Seller’s current workload. Gross revenue of $61k is derived from 57 Individual returns with an average fee of $828, 8 Entities with an average fee of $1,222 as well as 1 annual Bookkeeping client totaling $4,454/year. Firm is relocatable but should stay in the general area for client retention purposes. Clients are 85% drop-off/mail in/electronically upload their documents and 15% come in for an appointment. The clients will transition best to an experienced CPA or EA with a background in tax & accounting. Practice currently uses Lacerte, Lacerte Tax Planner and Holistiplan for tax preparation as well as QuickBooks, Microsoft Office, and TaxInterest. 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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