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: Lacerte
Other 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.