CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4105CADana Point$180,404sale pendingAccounting & Tax Brokerage

$250,000 - CPA firm for sale in Dana Point, CA. This 100% tax firm was established in 1992 and has been operating in its current location for over 6 years. This firm provides services to mostly individuals and closely held businesses and has slowly migrated to tax services only. 2021 Gross revenue of $180k is derived from 200 Individual returns with an average fee of $708, 51 Entities with an average fee of $722 as well as other services including Payroll Prep, Tax Examinations and Tax Planning totaling an added $2,103/year. Seller is currently on a month-to-month lease. The landlord is making improvements to the building and has informed tenants that they will need to plan on relocating. Keeping a location within 20 miles of Dana Point for client travel would be ideal. Approximately 75% of clients submit their documents via email/mail and 25% will schedule an appointment to drop-off their information. Practice currently uses Lacerte for tax preparation as well as QuickBooks and Smart Vault. The Seller is looking for an experienced EA or CPA to acquire the full practice and take care of their clients for years to come. 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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