CALIFORNIA

$285,000 - CPA firm for sale in Fullerton, CA. ref# FUL124. The firm was established by the Seller 34 years ago and has been operating in the same location for the past 24 years. The current office space can be retained, however if it is moved, it should remain in the nearby area for those clients who are used to dropping off documents or like to come in for appointments. The Seller is looking forward to retirement after the sale but will be available for a short while to help the Buyer to ensure a smooth transition with the clients. The gross revenue of $215k is derived from 194 Individuals with an average fee of $759, plus 30 Entities with an average fee of $1,677, along with $17k for bookkeeping and payroll service. Approximately 43% of clients drop off their tax information, while 42% mail-in and the remaining 15% like to come in for a face-to-face appointment. In addition to the CPA Seller, there is 1 contract CPA who prepares all the business returns and some personal returns. This contractor is retiring in April 2025 and will only be able to assist the Buyer for this upcoming tax season, if needed. The practice uses Drake for tax preparation and CFS for bookkeeping & payroll. The Seller is looking for a CPA with a strong background in tax and accounting. 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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