CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4271CAOceanside$307,607newAccounting & Tax Brokerage

$360,000 - CPA firm for sale in Oceanside, CA. This sale represents the revenue from one shareholder, of a two shareholder firm, that wishes to retire. Seller will provide transition assistance and is willing to assist after the sale for a limited time as needed. This would not be a partnership interest, but a carve out of the retiring CPA’s clients with the ability to share space and staff with the remaining CPA. Practice can remain in the same location or moved, but if moved then it should remain in the local area for the best client retention. Shareholder generates gross revenue of $307k from 323 Individuals with an average fee of $607, plus 89 Entities with an average fee of $934, and $38k of revenue from Bookkeeping, Tax Planning and limited Payroll services. Clients no longer come in to the office for an appointment and approximately 35% drop off, 25% mail and 40% remit electronically. Firm uses Lacerte, TValue and Tax Tools. Seller is looking for a CPA, or EA, with a background in tax who is personable and comfortable preparing all types of tax returns. 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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