Santa Maria #SAM125
NEW LISTING – Santa Maria, CA – $695,000. Information will be added to the listing as it becomes available. The Practice Profile should be complete and uploaded the week of May 19th. Practice Profile download is unavailable until all final information is published. Please reach out to us if you have any questions before the […]
Burbank #BUR125
NEW LISTING – CPA/Business Management firm for sale in Burbank, CA. Ref# BUR125 This CPA Business Management firm has been located in Burbank for over 30 years. The Seller has enjoyed working with the clients and is now ready to prepare for retirement. The Seller is open to working with the Buyer for a year if professional […]
San Mateo #SMT125
EA firm for sale in San Mateo, CA. Ref # SMT125. Seller is looking forward to retirement but is available for transition assistance, and possibly part time tax prep assistance next tax season. Gross revenue of $360k includes 143 Individual returns with an avg. fee of $1,712, plus 61 Entities. with an avg fee of […]
Is 1x Gross accurate?
There are a lot of accountants who have the perception that all accounting and tax firms are valued at 1x gross revenue. I can certainly understand why anyone wanting to buy a firm would want to pay 1 x gross revenue, it’s a great deal! Especially when considering the profit margins an accounting firm has […]
Can I disclose client tax returns and information to the buyer?
Yes, and No. This depends on your licensing agency and the organizations you belong to.In summary, IRS & EA’s are clear to transfer client lists but CPA’s in California need consent. IRS 1.302.7216-2 sets forth use and disclosure regulations for client data. The tax preparer may, without priorwritten approval, transfer the client list in combination […]
Palm Desert #PAL125
EA firm for sale in Palm Desert, CA. Ref# PAL125 This firm has been in the Coachella Valley for the past 15 years and now the Seller would like to retire. Approximately 1/3 of the clientele remit their tax documents electronically, while 1/3 will drop-off documents, and the remaining 1/3 prefer to visit the office for […]
Burlingame #BLG124
CPA firm for sale in Burlingame, CA. Ref# BLG124 This well-established firm has been in its current location for the past 10 years and the Seller is ready for retirement. Approximately 50% of the clientele come in for an appointment, 25% mail in their information, 10% drop-off and the remaining 15% send their documents electronically. Retaining a […]
Glendale
Well established EA firm that specializes in Client Accounting services for sale in Glendale, CA ref# GLE124. The seller is looking forward to retirement but is available to assist the Buyer with transition and able to continue working on a limited basis after the sale, if needed. The firm staff include 10 full-time employees, most […]
Carlsbad #CLD224
CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated and/or operated virtually. Approximately 93% of clients remit their documents to the office electronically while the remaining 7% mail-in or […]
Carlsbad
EA firm for sale in Carlsbad, CA. ref # CLD124. This firm has been in the Carlsbad area for many years and the Seller is looking forward to reducing their workload in anticipation of retirement. This sale represents a portion of the current firm, but the Seller is only retaining friends, family and those clients […]
