#5079 - Morgan Hill - CALIFORNIA

This practice was started in 1977 and today provides service to a little over 500 clients. Most of the clients have been with the practice for a long time and are upper net worth. The mix of services is approximately 51 % audit and review services, 43% tax compliance services with the balance in traditional write-up services. This is a very profitable practice that will provide the buyer with high annual return on the acquisition.A significant amount of the revenue from the audit and attest services develops and is collected in July, August and later in the year. So, this this is a great practice to acquire in the late Spring/early Summer.The seller plans to retire, but is willing to stay on for an extended period to the buyer in transition of the clients as needed.Tax software: LacerteOther software: AMS (payroll), Mas90 (bookkeeping)Please contact us if you would like to learn more about this opportunity. We have a detailed report you can review after signing a non-disclosure agreement.