Irvine CPA Firm for sale in Irvine, CA. – ref# IRV124. The Seller is looking forward to retirement and would like to do so after transition is complete. There are no additional staff included in the sale. Approximately 2% of clients come in for an appointment, 8% will drop off, 70% mail-in while the remaining 20% will remit their documents electronically. The current office space will not be available to the Buyer. Retaining an office in Orange County will aid in client retention. In 2023, the practice generated a gross revenue of $161k from 33 Individuals with an average fee of $1,455 and 46 Entities with an average fee of $2,470 (see breakdown below). Additional accounting and payroll fees are included in the tax services provided, as well as 3 tax basis compilation with limited notes to financials statements each year that are included in the fees. Practice currently uses Lacerte for tax preparation as well as QuickBooks. The clientele will transition best to an experienced CPA with an extensive background in tax & accounting, especially in trusts. 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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