CALIFORNIA

Loading…
REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4557CABerkeley/Walnut Creek$395,000soldNew Clients Inc.

Berkeley/Walnut Creek area, California
Supplied by New Clients, Inc.

Total Gross Income:
$395,000

Net Profit:
$272,172 with Owner Add Backs

Purchase Price:
$475,000– Financing available to qualified applicants. Various programs available. Call for details.

Year Established:
1990

Accounting, bookkeeping, Compilations:
Income Tax:
Individuals: 233 Average Fee: $1,167 Total: $272,000
Businesses: 43 Average Fee: $1,232 Total: $ 59,000
Other: 23 Average Fee: $1,956 Total: $ 45,000
Other Services
Minor bookkeeping clients Total:$ 8,000
Hourly billings Total: $ 11,000
Part-time Employees:
2

Computer Software:
Pro Series for Individuals, Lacerte for entities, QuickBooks for bookkeeping

Description of Clientele:
Affluent taxpayers. Issues involve K-1s, multi-state filings, 1031 exchanges, QOFs, stock options, trusts, small business stock.

Description of Area:
Practice is located in a small suburban city in the East Bay of San Francisco. It is a community of affluent families with superior schools. It has a vibrant main street. It is easy proximity to San Francisco and UC Berkeley.
Seller is requesting the following additional information from buyer:
Confidentiality Agreement
Financial Statement
Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.

For more information please contact:
Chris Clark
Practice Sales Specialist
New Clients Inc.