CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4551CARiverside$289,811availableAccounting & Tax Brokerage

$340,000 - CPA firm for sale in Riverside, CA. This firm was established by the Seller in 1999 and has been operating in its current location for the past 17 years. The CPA Seller is looking forward to eventual retirement but is available to continue working on a limited/part-time basis after closing if needed. There is currently 1 part-time yearly bookkeeper, 1 part-time seasonal general admin and 1 part-time seasonal admin in which are all thought to stay after the sale as needed. Typically, 85% of clients will drop off documents, 13% will mail in, while the remaining 2% remit their documents electronically. The current office is available to retain if Buyer chooses, or the practice can be relocated within a reasonable distance for best client retention. Firm provides tax services, bookkeeping, tax planning and 571L prep to multiple individuals and entities. The practice generates a gross revenue of $289k from 133 individuals with an average fee of $1,046, 27 entities with an average fee of $2,403, another $55k in bookkeeping services and $31k in tax planning and other related services. Firm currently uses Lacerte for tax preparation as well as 1099ETC, TaxTools, PC Software and QuickBooks. The clientele will transition best to an EA or CPA who has a strong background in tax that is well qualified, ethical and has a good personality. 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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