Current Listings
Last Updated: September 17, 2021
Available
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Bookkeeping Income | Other Income | Individual Average Fee | Entity Average Fee |
|---|---|---|---|---|---|---|---|---|
| Alameda | $100,000 | $83,500 | $58,908 | $75,530 | $7,970 | $625 | $726 | |
| Anaheim | $215,000 | $171,959 | $171,959 | $135,125 | $36,834 | $557 | $1,077 | |
| Arcadia | $1,000,000 | $906,986 | $415,120 | $844,073 | $151,126 | $11,787 | $337 | $659 |
| Irvine | $750,000 | $599,690 | $195,565 | $17,937 | $549,087 | $32,667 | $195 | $902 |
| Orange, CA | $595,000 | $337,615 | $181,343 | $173,511 | $6,000 | $158,104 | $350 | $596 |
| Paso Robles | $187,500 | $150,030 | $150,030 | $143,830 | $6,200 | $345 | $1,146 | |
| Redding | $450,000 | $435,119 | $170,179 | $118,098 | $317,021 | $956 | $1,187 | |
| Roseville | $600,000 | $475,059 | $289,337 | $251,639 | $216,697 | $6,869 | $430 | $912 |
| Sacramento | $685,000 | $685,000 | $237,270 | $685,000 | 869 | $5,293 | ||
| San Diego – Clairemont | $130,000 | $108,852 | $89,580 | $91,110 | $11,575 | $6,167 | $395 | $490 |
| San Diego – Scripps Ranch | $495,000 | $400,824 | $199,834 | $266,943 | $71,638 | $62,243 | $470 | $1,645 |
| San Jose | $260,000 | $216,075 | $150,658 | $194,820 | $13,285 | $7,970 | $502 | $1,057 |
| San Ramon | $195,000 | $156,235 | $131,641 | $143,085 | $11,880 | $1,270 | $657 | $1,590 |
| Santa Ynez Valley | $1,400,000 | $1,004,352 | $648,797 | $819,140 | $129,864 | $55,348 | $686 | $885 |
Sale Pending
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Bookkeeping Income | Other Income | Individual Average Fee | Entity Average Fee |
|---|---|---|---|---|---|---|---|---|
| Campbell | $550,000 | $530,647 | $306,537 | $328,422 | $183,700 | $18,525 | $1,462 | $1,294 |
| Marin County | $175,000 | $125,692 | $87,616 | $117,757 | $2,075 | $5,860 | $3,479 | $5,708 |
| Newport Beach | $235,000 | $178,000 | $139,182 | $106,950 | $33,400 | $37,650 | $1,150 | $1,813 |
| San Diego – Rancho Bernardo | $700,000 | $602,266 | $339,226 | $568,774 | $33,492 | $588 | $881 | |
| San Diego – Rancho Bernardo II | $520,000 | $429,686 | $333,999 | $429,686 | $569 | $1,474 | ||
| San Marcos | $420,000 | $340,030 | $220,289 | $298,740 | $19,100 | $22,190 | $415 | $808 |
| San Marcos II | $275,000 | $246,150 | $138,476 | $215,829 | $30,321 | $311 | $460 | |
| Santa Clarita | $160,000 | $134,000 | $121,732 | $113,313 | $20,920 | $815 | $1,886 | |
| Woodland Hills | $570,000 | $494,870 | $304,635 | $302,120 | $173,750 | $19,000 | $512 | $1,540 |
Available
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Bookkeeping Income | Other Income | Individual Average Fee | Entity Average Fee | Profile |
|---|---|---|---|---|---|---|---|---|---|
| Alameda | $100,000 | $83,500 | $58,908 | $75,530 | $7,970 | $625 | $726 | Download | |
| Anaheim | $215,000 | $171,959 | $171,959 | $135,125 | $36,834 | $557 | $1,077 | Download | |
| Arcadia | $1,000,000 | $906,986 | $415,120 | $844,073 | $151,126 | $11,787 | $337 | $659 | Download |
| Irvine | $750,000 | $599,690 | $195,565 | $17,937 | $549,087 | $32,667 | $195 | $902 | Download |
| Orange, CA | $595,000 | $337,615 | $181,343 | $173,511 | $6,000 | $158,104 | $350 | $596 | Download |
| Paso Robles | $187,500 | $150,030 | $150,030 | $143,830 | $6,200 | $345 | $1,146 | Download | |
| Redding | $450,000 | $435,119 | $170,179 | $118,098 | $317,021 | $956 | $1,187 | Download | |
| Roseville | $600,000 | $475,059 | $289,337 | $251,639 | $216,697 | $6,869 | $430 | $912 | Download |
| Sacramento | $685,000 | $685,000 | $237,270 | $685,000 | 869 | $5,293 | Download | ||
| San Diego – Clairemont | $130,000 | $108,852 | $89,580 | $91,110 | $11,575 | $6,167 | $395 | $490 | Download |
| San Diego – Scripps Ranch | $495,000 | $400,824 | $199,834 | $266,943 | $71,638 | $62,243 | $470 | $1,645 | Download |
| San Jose | $260,000 | $216,075 | $150,658 | $194,820 | $13,285 | $7,970 | $502 | $1,057 | Download |
| San Ramon | $195,000 | $156,235 | $131,641 | $143,085 | $11,880 | $1,270 | $657 | $1,590 | Download |
| Santa Ynez Valley | $1,400,000 | $1,004,352 | $648,797 | $819,140 | $129,864 | $55,348 | $686 | $885 | Download |
Sale Pending
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Bookkeeping Income | Other Income | Individual Average Fee | Entity Average Fee | Profile |
|---|---|---|---|---|---|---|---|---|---|
| Campbell | $550,000 | $530,647 | $306,537 | $328,422 | $183,700 | $18,525 | $1,462 | $1,294 | Download |
| Marin County | $175,000 | $125,692 | $87,616 | $117,757 | $2,075 | $5,860 | $3,479 | $5,708 | Download |
| Newport Beach | $235,000 | $178,000 | $139,182 | $106,950 | $33,400 | $37,650 | $1,150 | $1,813 | Download |
| San Diego – Rancho Bernardo | $700,000 | $602,266 | $339,226 | $568,774 | $33,492 | $588 | $881 | Download | |
| San Diego – Rancho Bernardo II | $520,000 | $429,686 | $333,999 | $429,686 | $569 | $1,474 | Download | ||
| San Marcos | $420,000 | $340,030 | $220,289 | $298,740 | $19,100 | $22,190 | $415 | $808 | Download |
| San Marcos II | $275,000 | $246,150 | $138,476 | $215,829 | $30,321 | $311 | $460 | Download | |
| Santa Clarita | $160,000 | $134,000 | $121,732 | $113,313 | $20,920 | $815 | $1,886 | Download | |
| Woodland Hills | $570,000 | $494,870 | $304,635 | $302,120 | $173,750 | $19,000 | $512 | $1,540 | Download |
