Marin County

CPA Firm in Marin County California for sale. This high quality firm has above average fees and a net profit to seller over 65%. Gross Revenue of approximately $125,000 is broken down to 24 Individual clients with an average fee of $3,479, along with 6 entity clients with an average fee of $5,708, Consulting revenue representing about 5% and 1 Payroll client. Over 95% of clients routinely drop off/email/mail documents and approximately 5% come in to the office for an appointment. Firm currently uses ProSystem, IntelliForms, & Accupay. This practice would transition best to a CPA with extensive tax & accounting experience who is customer service oriented, responsive and concerned with accuracy. Owner is looking forward to retirement but is available to assist buyer in transition. Practice can be kept in its current location or it can be moved to another office within Marin County. Exact location is available if you are interested in this firm and we have an NDA on file. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.

Price

$175,000

Status

Sale Pending

Business Type

CPA Firm

Gross Revenue

$125,692

Net + Discretionary

$87,616

Tax Prep Income

$117,757

Bookkeeping Income

$2,075

Other Income

$5,860

Individual Clients

24

Average Fee

$3,479

Entity Clients

6

Average Fee

$5,708

Revenue Breakdown

Tax Prep Income:
1 - 1120 @ $17,270
1 - 1065 @ $6,005
4 - 1041 @ $2,744 avg.

Bookkeeping Income is only:
1 Payroll client w/ 5 employees

Other Income:
Tax Consulting

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.