CALIFORNIA

$325,000 - CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated and/or operated virtually. Approximately 93% of clients remit their documents to the office electronically while the remaining 7% mail-in or drop off. This firm consists of 2 partners who are both looking forward to retirement after a successful transition. One partner is willing to remain on staff to assist in return preparation on a part-time basis for the next tax season, if needed. Staff consists of 1 full-time office manager/accountant who would like to continue working after the sale. The gross revenue of $257k is derived from 99 individual returns with an avg. fee of $904, plus 49 Entities with an avg fee of $2,265, in addition to $56,776 of accounting income from 5 clients. Software used includes Lacerte, QuickBooks, QBO and ShareFile. The clientele will transition best to a CPA with an extensive background in tax and a deep understanding of accounting & balance sheets. The Buyer should be personable, willing to retain the office manager, and adept at working with local business owners as well as high net worth individuals, physicians, rental real estate, biotech and similar professions. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff and financials. 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.