|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4331||CA||Westlake Village II||$204,615||sold||Accounting & Tax Brokerage|
$250,000 - CPA practice for sale. This firm is currently operates out of a home office but was previously located in Westlake Village, CA for 13 years. Gross revenue of $204k is 100% from tax preparation services and includes approximately 226 Individual returns with an average fee of $872 along with 18 Entities with an average fee of $1,110. Approximately 30% of clients remit their information electronically, while 40% mail and 30% drop off. Practice must be moved from its current location, but should retain an address or physical location, in Los Angeles or Ventura county for the best client retention. The firm is operated exclusively by the Seller with no staff. The clientele will transition best to an EA or CPA with a comprehensive background in tax. This individual should be knowledgeable, friendly, honest and have a sense of humor. Practice currently uses Lacerte for tax preparation. 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.