|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4194||CA||San Jose||$424,000||sale pending||ProHorizons|
This tax and accounting practice in San Jose provides a broad range of services to individuals (many with closely-held businesses), corporations, partnerships and trusts. The services provided to the clients who would transfer are primarily tax preparation and projections/planning, accounting and Quickbooks support, some property and non-profit filings and one compiled financial statement. The revenue for all services provided by client type is an average of $1,424 for individuals, $8,999 for corporations, $3,277 for partnerships and $2,250 for trusts. The seller relies on the support of a few preparers, a bookkeeper and admin. The seller's main focus in selling is finding a good new "home" for the clients, so the seller will be available to help transition the clients to the buyer.
Contact us if you would like to learn more about this opportunity.