CPA firm in Arcadia, CA for Sale. This well-established firm has been in the same location for the past 6 years. Firm’s current office suite is likely available to Buyer if desired or the firm can be relocated within the area. Firm currently operates using Lacerte Tax Software, Quickbooks, Tax Tools & TValue. 100% of clients will drop-off/email/upload their tax documents to the firm and out of those 75% will sign and complete the process virtually while 25% return to the office to pick up. Gross revenue of approximately $864,000 is derived from 1600 individual clients (*see notes below) with an average fee of $359 and 500 Entities with an average fee of $645 (see breakdown below). This firm is best suited to an EA or CPA who has a background providing Tax & Accounting services to multiple client types and is also familiar with Trust Accounting. Seller is ideally looking for an individual or Firm that take a hands-on approach to client relationships. Much more information is available on the Practice Profile pdf. Please log-in to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preferences.
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