|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4374||CA||San Dimas||$144,432||sold||Accounting & Tax Brokerage|
$150,000 - CPA practice for sale in San Dimas, CA. Seller is looking forward to retirement after the sale but is willing to assist for the first tax season if needed. Gross revenue of $140k is derived from approximately 157 Individual returns with an average fee of $214 along with 48 Entities with an average fee of $603, in addition to $77k of year round income from Bookkeeping and limited after-the-fact payroll services. Approximately 10% of clients like to come in to the office for an appointment while 25% drop off their tax information, 30% remit via traditional mail, and 35% of clients submit their information electronically. The office space is available to lease or the practice can be moved from its current location. If the practice is moved then an address or physical location in the San Dimas area will be best for client retention. The firm is operated exclusively by the Seller with very limited admin and tax prep assistance during tax season. The clientele will transition best to an EA or CPA with a background in tax and bookkeeping who is comfortable working with multiple small business owners. Practice currently uses Lacerte for tax preparation, Accounting CS and 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.