|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4428||CA||Petaluma||$200,813||sold||Accounting & Tax Brokerage|
$225,000 - CPA firm for sale in Petaluma, CA. Located just blocks from downtown, this Sole-Proprietor firm has been operating in its current location for 32 years. The Seller worked for the previous owner and purchased the practice in 2011 when they retired. Seller has not performed any face-to-face meetings over the past three years. 100% of clients drop-off, mail-in or electronically upload their documents to Seller. After over 30 years in the same location, there is no current lease agreement that would need to be assumed. A new lease at the same location would be ideal, however the firm can be operated from anywhere within Sonoma or Marin Counties. The Seller is looking forward to retirement but would like to continue working for up to a year to ensure a smooth transition. Firm provides tax services and consultation to multiple individuals and entities. Practice generates gross revenue of $200k from 304 Individuals with an average fee of $486, plus 62 Entities with an average fee of $676, and $12k from other miscellaneous tax services provided. Ultra Tax and QuickBooks software is used for tax preparation and other services rendered. Seller is looking for an experienced CPA or EA who is easy to work with and will treat clients like family. The Buyer should be knowledgeable in all aspects of taxation as well as communicate clearly with clients. 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.