CPA firm for sale in Huntington Beach, CA. ref # HTB124. The Seller is looking forward to retirement but will be available to assist the Buyer with continued transition assistance as needed. This practice employs 2 PT and 2 FT employees, most of whom are likely to continue working after the sale, if needed. The Seller and Admin work in the physical office while all other employees work from the office 1 day a week during tax season and from home the rest of the time. The gross revenue of $457k is derived from 303 Individual returns with an avg. fee of $726 along with 93 Entities with an avg. fee of $1,565, plus $115k of income from write-up & payroll. This is a well-rounded firm providing typical accounting services such as monthly write-up, payroll, and tax return preparation for individuals and all entity types. Approximately 35% of clients request an appointment (a majority are via zoom/telephone and only about 10-20 physically in the office), 25% remit their documents electronically, while 20% drop-off, and 20% mail to the office. The office should remain local to the Huntington Beach region for clients who prefer to drop off documents or come in for an appointment. Ideally, a location with close freeway access in Huntington Beach or as far as South Long Beach/Los Alamitos/North Fountain Valley would also work. Practice currently uses Lacerte for tax preparation as well as Practice CS, CSA, Fixed Asset CS, TaxTools & SurePrep. The clientele will transition best to a CPA with a tax background and thorough understanding of accounting. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff. 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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