SOLD January 2025 – CPA firm for sale in Encinitas, CA. ref # ENC124. This firm was established in 2002 and has grown organically throughout the years. This practice is operated exclusively by the Seller, who is now ready for retirement, and has never utilized any employees or independent contractors. The practice is currently located in a home office and must be relocated to a location within San Diego county, preferably between North County and Mission Valley. Gross revenue of $71k is derived from approximately 62 individual returns with an avg. fee of $740, along with 20 Entities with an avg fee of $1,258. Approximately 72% of the clients remit their tax documents electronically, while 25% mail-in, and 3% drop-off. Most client interaction is completed via email or phone, but the Seller will meet with all new clients personally the first year. The clientele will transition best to an experienced EA or CPA who is honest, personable and technically proficient. The Buyer should have a strong background in tax preparation and be comfortable consulting with clients via all forms of communication. Practice currently uses CCH Axcess for tax preparation as well as CCH Prosystems FX Planning and QuickBooks. 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.
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