CALIFORNIA

$370,000 - CPA firm for sale in Diamond Bar, CA. The practice enjoys high average fees from approximately 300 tax clients along with a handful of bookkeeping/write-up clients. Typically, around 40% of clients complete their returns prior to 4/15 and the remaining 60% by 10/15. This firm was established by the Seller in 1990 and has been operating in its current location for 10 years. This business is relocatable but should remain within a reasonable distance from Diamond Bar for best possible client retention. The Seller is looking forward to retirement but will assist the Buyer in transitioning the clients. Other than the CPA Seller, there is 1 full-time admin assistant who is willing to remain on staff after the sale. The revenue is derived from approximately 237 Individual returns with an average fee of $723 as well as 64 Entity returns averaging approx. $1,880 each. The remaining $30k comes from bookkeeping, minimal payroll and other miscellaneous services. The clientele will transition best to an EA or CPA with an extensive background in tax. This firm would also benefit from a Buyer who has the ability to expand services for future growth. The Seller feels that a firm with staff, who can care for the clients, would also be a good fit for the 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