Calabasas

CPA firm for sale in North Los Angeles County/Ventura County. This 100% tax firm is operated out of a home office and can be moved to another office in the local area. Approximately 95% of clients remit their documents via mail/electronically, while 3% will drop off and 2% like to come in for an appointment. Over 95% of the client tax returns are completed remotely. Firm gross revenue of $160k is derived from 142 individual returns with an average fee of $904 and 28 entity returns with an average fee of $1,269. The ideal Buyer is an experienced EA or CPA who is familiar with small businesses and clients in the entertainment industry, The Seller is looking forward to retirement after transition but is available to continue working on a limited basis for 1 to 3 years. There is no staff at this firm. Firm uses Lacerte & QuickBooks. 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.

If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.

Price

$210,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$160,477

Net + Discretionary

$129,945

Tax Prep Income

$160,477

Bookkeeping Income

N/A

Other Income

N/A

Individual Clients

142

Average Fee

$904

Entity Clients

28

Average Fee

$1,269

Revenue Breakdown

Entity Tax Return Breakdown:
1120 - 2 @ $1,600 avg. fee
1120S - 18 @ $1,375 avg. fee
1065 - 6 @ $1,058 avg. fee
1041 - 2 @ $619 avg. fee

709 - 1 @ $550 avg. fee

No Staff

2022 Gross Income on track to reach $170k+.

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.