CPA firm for sale in Irvine, CA. ref# IRV123 This CPA firm was established in 1991 and has been operating in the current location for the past 7 years. Approximately 80% of clients electronically remit their tax documents, while 10% mail, 5% drop-off and the remaining 5% like to come in for an appointment (less than 10 clients total). Practice generates gross revenue of $158k from 110 Individuals with an average fee of $700, plus 56 Entities with an average fee of $1,447 (see breakdown below), and $2k from bookkeeping. Practice currently uses Lacerte for tax preparation as well as QuickBooks, SmartVault and ACT. The clientele will transition best to an CPA with a strong background in tax who is professional and possesses good interpersonal skills. The Seller also provides financial services, which they will retain, and therefore will not sell the tax portion of the business to anyone with a financial services license who could compete. The Seller is looking for an individual to purchase the practice who will rent a currently vacant single office in their current office suite. There is no staff available to transition with the practice. 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.
