|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4594||CA||North San Diego County Coastal||$639,600||new||New Clients Inc.|
North San Diego County Coastal, California
Supplied by New Clients, Inc.
Total Gross Income:
$197,600 with Owner add backs
$744,000 – Financing available to qualified applicants. Various programs available. Call for details.
Income Tax: These totals include bookkeeping and payroll services/fees for certain clients.
Individuals: 405 Avg Fee: Total: $333,000
Businesses: 159 Avg Fee: Total: $303,900
Other: 4 Total: $ 2,700.
4, This includes two owners who are willing to stay on as employees after the sale.
CCH Axcess Tax/Documents/Workstream & Billing; QuickBooks Desktop and QuickBooks Online; CFS Tax Tools
General description of clientele:
Accounting services and tax preparation for business entities including Partnerships, LLCs, Trusts, S-Corporations, and C-Corporations. Practice does not perform attest work.
Tax preparation for individuals, many of which are affluent and require K-1s, multi-state filings, stock options, sole proprietorships.
Description of area:
Office is in well maintained commercial office complex with free parking and close access to I-5. Location is an affluent suburban beach city in north San Diego County.
Approximately 30 minutes to downtown San Diego and 45 minutes to Orange/Los Angeles County area.
Seller is requesting the following additional information from buyer:
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:
Practice Sales Specialist