CPA firm for sale in City of Industry, CA. This firm was originally established in 1968 and has been in the City of Industry for over 40 years. The Seller is looking forward to retirement but will provide transition assistance after the sale. Seller is also willing to stay on and assist with return preparation after the sale but does not want to manage or work long days. Approximately 50% of clients like to come in for an appointment and the other 50% will mail/email/drop off their documents. Gross revenue of $501k is derived from 453 Individual returns with an average fee of $376 along with 211 Entities with an average fee of $1,490, plus $17k in monthly write-up income for Schedule C businesses. The current office may be retained by the Buyer, or the firm can be moved to another office in the local area for best client retention. Firm uses UltraTax along with other Creative Solutions products. The Seller is looking for an EA or CPA with a background in tax and accounting who will treat the clients well. Much more information is available on the Practice Profile. Please log-in to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.
If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.