|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4169||CA||San Diego (Pt. Loma Virtual)||$151,449||sold||Accounting & Tax Brokerage|
$195,000 - CPA firm for sale in San Diego, CA. The Seller of this remotely operated firm is looking forward to retirement but is available to provide transition assistance after the sale as needed. The firm is operated without any staff from a virtual office, but maintains a physical address in a co-working space for clients to drop-off tax documents. 2021 Gross revenue of $151k is derived from 130 Individual returns with an average fee of $713 plus 45 Entities (breakdown below) with an average fee of $1,192 and additional service income of $5k. Keeping the co-working space for client drop off is ideal because of the location, please see Practice Profile for additional office information and options. Approximately 79% of clients submit their documents via email while 5% will mail, 15% will drop-off their information, and less than 1% like an in-person appointment. Practice currently uses UltraTax for tax preparation as well as Practice CS &amp; Teams for virtual review meeting. The Seller is looking for an experienced EA or CPA with a strong background in tax to acquire the full practice and take care of their 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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