REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
4284 | CA | Encino | $946,366 | sold | Accounting & Tax Brokerage |
$998,000 - CPA firm for sale in Encino, CA. Firm was established by the Seller over 30 years ago and has been in the same community for many years. The practice is looking for a successor who can come in as soon as possible to manage this business and get ready for the upcoming tax season. Gross revenue of $946k is derived from 670 Individual clients with an average fee of $597, plus 237 Entities with an average fee of $1,130 and $278k of Bookkeeping, Business Management and Payroll Service Income. The clientele will transition best to a CPA with a strong background in tax & accounting who enjoys working closely with clients and can manage the seasoned and existing staff. Most clients remit their tax information electronically (email, portal, etc.), drop off, or mail, and in-person appointments are very rare. Firm uses Lacerte, Quickbooks, and OfficeTools. 2022 Anticipated Gross Income is $1,100,000 to $1,150,000. 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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