CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4146CATustin$174,290newAccounting & Tax Brokerage

$220,000 - Tax and Bookkeeping practice for sale in Tustin, CA. This firm has been in Tustin for over 30 years and in the same location for the past 6 years. The Seller is looking forward to retirement after a successful transition but is willing to assist the buyer on a limited basis afterwards too, if needed. Firm revenue of $174k is derived from 210 Individual clients with an average fee of $400 along with 46 Entities with an average fee of $876 and $50k of bookkeeping and consulting income. Approximately 50% of clients remit their documents via mail/email/upload and the other 50% prefer to come in for an appointment. Practice currently uses ProSeries for tax preparation and Quickbooks for bookkeeping. The Seller is looking for an experienced tax preparer who will take care of the clients for years to come. 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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