CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4201CAAlameda$90,565availableAccounting & Tax Brokerage

$110,000 - CPA firm for sale in Alameda, CA located in the San Francisco East Bay. The firm has been in the same location for the past 7 years but can be moved within the region. Approximately 78% of clients remit their documents via mail/electronically, while 20% will drop off and 2% like to come in for an appointment. The Seller is looking forward to retirement after transition but is available to continue working on a limited basis if needed. Firm gross revenue of $90k is derived from 88 individual returns with an average fee of $685 and 23 entity returns with an average fee of $828. Gross revenue also includes 2 bookkeeping clients, 1 live payroll, and 8 after the fact payroll clients that generate $11k of income throughout the year. Seller is looking for an experienced EA or CPA to take care of the clients for years to come. Firm uses Lacerte, CFS, SmartVault and Quickbooks. 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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