Napa

CPA firm for sale in Napa, CA. This firm was originally established in 1996 and has been in the same area since inception. The Seller is looking forward to retirement but will provide transition assistance as needed after the sale. Approximately 30% of clients like to come in for an appointment with an additional 50% who set up an appointment to bring in their documents and the last 20% mail/email their documents. Gross revenue of $293k is derived from 325 Individual returns with an average fee of $554 along with 82 Entities with an average fee of $1,115, plus 1 monthly Bookkeeping client for $10,800/yr, and about $10k of additional Tax Service revenue. The firm can be moved from it’s current location but it should remain in the Napa region for best client retention. Firm uses Ultra Tax along with QuickBooks & Tax Tools. The Seller is looking for someone who can provide quality tax work with a personal touch. The clientele will transition best to an experienced CPA that has experience providing tax services to multiple individuals and entity types. 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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Price

$350,000

Status

Sale Pending

Business Type

CPA Firm

Gross Revenue

$292,866

Net + Discretionary

$195,127

Tax Prep Income

$271,480

Bookkeeping Income

$10,800

Other Income

$10,585

Individual Clients

325

Average Fee

$554

Entity Clients

82

Average Fee

$1,115

Revenue Breakdown

Please see Practice Profile pdf for Firm Gross Revenue Breakdown and Explanation. No returns are completed when the Seller meets with the client. The Seller is not continuing to work after the sale outside of transition assistance for the Buyer if needed.

Revenue Breakdown:
325 - 1040 @ $554 avg.
37 - 1120 @ $1,686 avg.
12 - 1065 @ $1,058 avg.
26 - 1041 @ $417 avg.
5 - 990 @ $980 avg.
2 - 709 @ $305 avg.

There is no staff employed at this time. During tax season there is 1 full-time employee that works as an Admin Assistant, but they are not expected to return.

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.