CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4277CASan Jose II$200,151newAccounting & Tax Brokerage

$230,000 - CPA Tax Firm for sale in San Jose, CA. This Solo practitioner firm was established by the Seller in 1977 and has been operating in the area for the past 22 years. The Seller is potentially available to work after transition, but their main reason for selling is retirement and to take care of their health. The practice is operated from a centrally located office in San Jose but will need to be relocated after the sale. Approximately 60% of clients mail, email and upload their tax documents for return completion, while 40% like to come into the office. Gross revenue of $210k is 100% derived from tax preparation from approximately 243 individual returns with an avg. fee of $567 and 52 Entities with an avg. fee of $1,490. Seller is looking for an EA or CPA who is good with people and possesses the technical background to prepare all different types of tax returns. Practice currently uses Lacerte for tax preparation as well as 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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