Los Angeles #LOS225

Practice Profile PDF

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a partial sale and the Seller is only interested in a Buyer who is open to buying the entire firm. The firm currently operates utilizing a Regus suite in Los Angeles, but the Seller prepares all returns remotely from a home office, mostly from out of state. Approximately 90% of clients electronically remit all documents for tax filing, while 10% will mail to the Regus suite, which is then forwarded to the Seller. If a client meeting is necessary then it’s handled through Zoom. The gross revenue of $212k is derived from 242 Individual tax returns with an average fee of $425, plus 133 Entities with an average fee of $551 (see breakdown below), $30k from Bookkeeping/Accounting revenue, $2k of Payroll, and $3,500 of Consulting/Tax Planning revenue. There is no staff employed at this firm and the Seller performs all Admin and Professional duties. The Seller is open to helping the Buyer with transition after the sale but prefers not to continue preparing tax returns. Practice currently uses UltraTax for tax preparation along with QuickBooks and Xero. The clientele will transition best to a CPA or EA with an extensive tax and accounting background.

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Price

$250,000

Status

Sold

Business Type

CPA Firm

Gross Revenue

$212,058

Net + Discretionary

$143,458

Tax Prep Income

$176,335

Accounting Income

$32,125

Other Income

$3,598

Individual Clients

242

Average Fee

$425

Entity Clients

133

Average Fee

$552

Revenue Breakdown

Entity Average Fee Breakdown:
1120 x 16 @ $650 avg. fee
1120S x 86 @ $560 avg. fee
1065 x 23 @ $4800 avg. fee
1041 x 4 @ $430 avg. fee
990 x 4 @ $440 avg. fee

Accounting Revenue Breakdown:
6 Monthly Accounting Clients with an avg fee of $300/mo
3 Quarterly Accounting Clients with an avg fee of $700/qtr
17 Payroll clients with an avg fee of $125/yr.
Payroll Info: Most are s-corp shareholder quarterly returns and included in bookkeeping fee. 4 are live payroll via Gusto and QBO for monthly bookkeeping clients (2 of which are salary).

Please complete the Buyer Profile and NDA to instantly receive additional information. Once the webform has been submitted you will be redirected to webpage where you can download the Practice Profile pdf for any practice(s) you are interested in. If you previously submitted a buyer profile and NDA with us you can resubmit to be added to our new download system, or contact us for the Practice Profile. You can come back anytime to log in with your username and password and download additional practice listings. Please contact us at (855) 428-2225 or via email at steve@atbcal.com.