REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
4448 | CA | Sacramento | $815,905 | new | Accounting & Tax Brokerage |
$600,000 - CPA firm for sale in Sacramento, CA. This Sole-Proprietor CPA firm was established by the Seller in 1986 and has been operating in its current location for 18 years. This firm enjoys high average fees along with a great mix of revenue sources and is priced for a quick and efficient sale by a motivated Seller. Approximately 5% of clients come in for an appointment, 40% drop-off, 30% prefer to mail in and the remaining 25% send in electronically. Firm generates approximately $816k gross revenue from 305 Individuals with an average fee of $940 and 106 Entities with an avg. fee of approx. $1,363. The remaining 48% of revenue is derived from compiled and reviewed financial statements as well as a small amount of payroll. The firm operates from a 1600 sqft. office space located in a professional building with plenty of parking and easy Hwy 80 access. The clientele will only transition to a CPA with a background in tax and accounting and who can assist clients with tax planning and personal financial guidance. Practice currently utilizes CCH Prosystem FX for tax preparation as well as CCH Engagement, Practice 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
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