#5310 - San Diego County - CALIFORNIA

Boutique CPA tax practice looking to sell its highly profitable book of business with 80% of revenue coming from business returns. Total revenue of $382,000 from just over 100 returns (66 business, 36 individual, 9 trusts and 2 non-profit). Revenue comes primarily from five privately held holding companies or “Groups.” These groups have interests in medical groups, medical staffing, hotels, and commercial real estate and collectively own close to 70 separate business entities. Clients are located all over San Diego County and most do not require any face-to-face time. Seller is open to assisting in any capacity to ensure good client transition. Contact us if you would like to learn more about this opportunity. We have a detailed report that you can review after signing a non-disclosure agreement.