#5136 - Concord - CALIFORNIA

$535,000 - CPA firm for sale in Concord, CA. ref # CON125.

This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase expires in 2026 but should remain in the surrounding East Bay community, ideally between San Ramon, Lafayette and Concord.

The Seller is looking forward to retirement but is available to assist the buyer until April 2027, on a limited or part time basis.

Approximately 20% of clients come in for an appointment, 20% drop-off, 20% mail-in and 40% submit their documents electronically. The gross revenue of $441,000 is derived from 160 Individual returns with an average fee of $1,025, plus 69 Entities with an average fee of $1,544, $110k from Bookkeeping/Accounting revenue, $1k of Payroll, and $59k of Consulting/Financial Statements/Tax Planning revenue.

There is 1 part-time CPA employee who will likely remain on staff after the sale. Practice currently uses ProSeries for tax preparation as well as QuickBooks & QBO. The clientele will transition best to a CPA with a tax background, who exhibits great people and technical skills.

It is important to the Seller that the individual is organized, able to network, and possesses philanthropic values.

Back to CALIFORNIA listings

For more details please contact the advertiser about this listing:

Accounting & Tax Brokerage

Legal Notice: The information supplied in this listing has been provided by the business seller or their representative. The Accounting Practice Exchange has no stake in the sale of this business and has NOT verified any of the information contained in this listing. The Accounting Practice Exchange assumes no responsibility for this listings completeness or accuracy. By submitting this form, you confirm that you agree to our Terms of Use and Privacy Policy.

Click here for additional accounting practices for sale in CALIFORNIA or for other CPA firms for sale in CALIFORNIA

Resources

Resources Banner