SOLD SEPTEMBER 2024 – CPA firm for sale in Novato, CA. ref# NVO124. This firm was established by the Seller in 1994 and built by word-of-mouth over the years. The Seller is looking to retire and relocate but is available for transition, as needed. This is a home-based firm and therefore needs to be relocated to another office in the after the sale. Most clients currently pick up/pay for their returns in person, so keeping a location in or near Novato is ideal. Typically, 25% of clients come in for an appointment, 30% drop-off, 30% mail-in and 15% submit their documents electronically. The estimated gross revenue of $172,000 is derived from approximately 129 Individual returns with an average fee of $880 and 31 Entities with an average fee of $1,902 (see breakdown below). This practice is operated by the Seller and spouse, as such, there are no additional employees. Practice currently uses ProSystem FX for tax preparation as well as Tax Tools and QuickBooks. The clientele will transition best to an organized EA or CPA with a strong background in tax. 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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