4429CAFresno$1,565,918availableAccounting & Tax Brokerage

$1,500,000 - CPA firm for sale in Fresno, CA. This firm is run by 3 CPA Shareholders and has been providing clients services throughout the Central Valley since 1986. It has been operating in its current location for 6.5 years. 2 Shareholders are looking to retire while the other is looking to stay on indefinitely as a full-time employee, pay rate to be negotiated. In addition to the 3 CPA Sellers there are 6 full-time employees and 2 part-time employees during tax season. All employees are thought to stay after the sale as needed. 50% of clients come in for appointment, while 50% drop-off, mail-in or electronically upload their documents to the Sellers. As such, if current lease is not kept, keeping a location within Fresno for clients to travel is ideal. Firm provides a full array of tax and accounting services to multiple individuals and entities and has a specialty in audit services for schools and other miscellaneous corporations. Practice generates a revenue of $609k from 694 Individuals and 184 Entities plus 40 Audits generating $953k of revenue. Firm uses Lacerte for tax preparation as well as Auditware and CCH Prosystem FX Eng. Sellers are looking for an experienced CPA with a strong background in tax, accounting and auditing with good managerial skills. The Buyer should be attentive to the client’s needs and be able to deliver timely, quality service. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA on our website at and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824.

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