CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4248CASan Diego - University City$218,274availableAccounting & Tax Brokerage

$279,500 - CPA Firm for Sale in the University City neighborhood of San Diego. This sole-proprietor firm was established by the Seller over 30 years ago and has been in its current location for over 20 years. Due to the location there are a lot of biotech clients at the firm and any successor should be comfortable with stock options and the industry. The Firm provides mostly Tax services and limited Bookkeeping to a loyal client base. Practice can be moved from it’s current location but should remain in the local region for the best client retention. Firm generates gross revenue of $218k from 211 Individuals with an average fee of $768, plus 22 Entities with an average fee of $1,418 (additional breakdown below), and $25k of revenue from limited Bookkeeping services. Most clients utilize a web based portal for document upload, and will download the completed return after a zoom review with the seller. Approximately 10% of the clients will drop off their tax information while 15% mail-in and 75% remit electronically. Seller is ideally looking for a CPA with a background in tax who will care for the relatively high net worth clients for years to come. Firm uses Lacerte and QuickBooks online. 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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