CALIFORNIA

CPA firm for sale in Pleasant Hill, CA. This practice retains a physical office in Pleasant Hill, CA but the owner and professional staff work mostly virtually (see full Practice Profile for details). The Seller is looking forward to retirement but is available for transition assistance and can help with the workload on a limited basis for the next year, if needed. Office staff also includes 2 CPA’s and an Office Manager. Approximately 81% of the clients provide tax documents electronically, while 2% mail-in, 5% drop-off and 12% (50 clients max) prefer to visit the office for an appointment. The firm only provides tax related services including Individual tax preparation, all types of entity tax preparation, tax planning and tax consulting. The practice can be relocated to the Buyer’s office, a new office location, or a co-working space in the local area. Firm generates gross revenue of $658k from 264 Individuals with an average fee of $1,474, plus 153 Entities with an average fee of $1,757. Practice uses Lacerte for tax preparation and Office Tools. The clientele will transition best to an EA or CPA who can handle complicated individual and trust tax returns all while continuing to provide excellent customer service . 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