CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4330CARedding$420,292availableAccounting & Tax Brokerage

$420,000 - CPA Firm for Sale in Redding, CA. This firm provides a variety of tax and accounting services along with tax planning and related consulting services. The Seller will provide transition assistance after the sale and is willing to remain on staff to assist the Buyer as needed. This practice enjoys above average tax preparation fees in addition to consistent year round income from bookkeeping and payroll services. Gross revenue of $420k is derived from 85 individual returns with an avg. fee of $956, plus 31 Entities with an avg. fee of $1,187 and 317k in Bookkeeping/Payroll/Consulting revenue. Revenue breakdown is 28% Tax and 72% Bookkeeping/Accounting. Approximately 15% of clients like to come in to the office for an appointment while 60% will drop off and the remaining 25% prefer to mail/email/upload their documents. The clientele will transition best to a CPA or EA who has a background in tax along with a caring and respectful personality. Practice uses Lacerte for tax preparation and QuickBooks for bookkeeping. 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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