4147CAWestlake Village$471,566sale pendingAccounting & Tax Brokerage

$525,000 - CPA Firm for Sale in Westlake Village. This firm has been in the same location for approximately 3 years but in the region for over 30 years and the Seller is looking to retire after a successful transition. This full practice sale includes approximately $471k in gross income which is derived from 435 Individuals with an average fee of $627 along with 83 Entities with an average fee of $1,648 and $62k of Bookkeeping and other income. About 85% of clients remit their documents electronically, via mail or drop off to the office while approx. 15% still like to come in for an appointment. Retaining a location in the area will aide in client retention. The clients will transition best to a personable CPA who has a strong background in tax. Firm uses Ultra-Tax for tax preparation & Quickbooks for all bookkeeping. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA on our website at and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824.

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