Carlsbad

Upscale Tax & Bookkeeping Firm in Carlsbad, CA for Sale. Firm consists of 2 Partner Shareholders along with Staff to generate revenue of $915k. Revenue is derived from Approx. 600 Individual tax clients with an average fee of $710 and 125 Entities with avg fees around $1,565. Practice generates 69% of revenue from Tax Preparation services along with 14% from Bookkeeping & Payroll and 17% from Consulting, IRS/FTB Audits & Misc Tax Services. Practice uses Lacerte and Quickbooks. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.

Price

$1,300,000

Status

Sale Pending

Business Type

CPA Firm

Gross Revenue

$934,145

Net + Discretionary

$420,024

Tax Prep Income

$628,893

Bookkeeping Income

$127,697

Other Income

$158,184

Individual Clients

600

Average Fee

$709

Entity Clients

125

Average Fee

$1,565

Revenue Breakdown

69% of revenue from Tax Preparation services
14% from Bookkeeping & Payroll
17% from Consulting, IRS/FTB Audits & Misc Tax Services

Please complete the Buyer Profile and NDA to instantly receive additional information. Once the webform has been submitted you will be redirected to webpage where you can download the Practice Profile pdf for any practice(s) you are interested in. If you previously submitted a buyer profile and NDA with us you can resubmit to be added to our new download system, or contact us for the Practice Profile. You can come back anytime to log in with your username and password and download additional practice listings. Please contact us at (855) 428-2225 or via email at steve@atbcal.com.