CALIFORNIA

$425,000 -CPA firm for sale in Carpinteria, CA. ref # CAR124. This well-established firm has been a part of the local community for many years and has been in the same location for the past 15 years. Given the location and small-town atmosphere of Carpinteria, it is recommended that the Buyer retains the current office space, or an office in the immediate vicinity, for best client and staff retention. The Seller is available to assist the buyer with transition. Gross revenue of $404k is derived from 574 individual returns with an avg. fee of $416, along with 152 Entities with an avg fee of $723, plus $102k of income from Accounting/Bookkeeping and Payroll. The staff includes 2 full-time employees, and 1 part-time seasonal employee, all of which are likely to stay after the sale. Approximately 5% of the clients come in for an appointment, while 40% remit their documents electronically, 35% drop-off, and 20% mail to the office. A majority of client meetings occur over Zoom or via telephone, and very few come into the office for a sit-down appointment. Practice currently uses UltraTax for tax preparation as well as FAS, Quickbooks, QBO, Excel and Word. The clientele will transition best to an EA or CPA with strong tax background. The Buyer should be personable and able to meet with and communicate regularly with the clients. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff. 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 For further information please contact us using the message form below.