CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4279CACity of Industry$500,985newAccounting & Tax Brokerage

$550,000 - CPA firm for sale in City of Industry, CA. This firm was originally established in 1968 and has been in the City of Industry for over 40 years. The Seller is looking forward to retirement but will provide transition assistance after the sale. Seller is also willing to stay on and assist with return preparation after the sale but does not want to manage or work long days. Approximately 50% of clients like to come in for an appointment and the other 50% will mail/email/drop off their documents. Gross revenue of $501k is derived from 453 Individual returns with an average fee of $376 along with 211 Entities with an average fee of $1,490, plus $17k in monthly write-up income for Schedule C businesses. The current office may be retained by the Buyer, or the firm can be moved to another office in the local area for best client retention. Firm uses UltraTax along with other Creative Solutions products. The Seller is looking for an EA or CPA with a background in tax and accounting who will treat the clients well. 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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