Dana Point

CPA firm for sale in Dana Point, CA. This 100% tax firm was established in 1992 and has been operating in its current location for over 6 years. This firm provides services to mostly individuals and closely held businesses and has slowly migrated to tax services only. 2021 Gross revenue of $180k is derived from 200 Individual returns with an average fee of $708, 51 Entities with an average fee of $722 as well as other services including Payroll Prep, Tax Examinations and Tax Planning totaling an added $2,103/year. Seller is currently on a month-to-month lease. The landlord is making improvements to the building and has informed tenants that they will need to plan on relocating. Keeping a location within 20 miles of Dana Point for client travel would be ideal. Approximately 75% of clients submit their documents via email/mail and 25% will schedule an appointment to drop-off their information. Practice currently uses Lacerte for tax preparation as well as QuickBooks and Smart Vault. The Seller is looking for an experienced EA or CPA to acquire the full practice and take care of their clients for years to come. 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.

Price

$250,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$180,404

Net + Discretionary

$152,167

Tax Prep Income

$178,301

Bookkeeping Income

$0

Other Income

$2,103

Individual Clients

200

Average Fee

$708

Entity Clients

51

Average Fee

$722

Revenue Breakdown

200 - 1040 @ $708
4 - 1120 @ $1,476
10 - 1120S @ $704
3 - 1065 @ $932
27 - 1041 @ $654
5 - 990 @ $347
2 - 709/706 @ $840

Other Services:
Payroll Prep $ 683
Tax Examinations $ 682
Tax Planning $ 738

2022 Estimated gross revenue is expected to be $192,412.

Seller is currently on a month-to-month lease. The landlord is making improvements to the building and has informed tenants that they will need to plan on relocating. Keeping a location within 20 miles of Dana Point for client travel would be ideal.

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.