CPA firm for sale in Oceanside, CA. This sale represents the revenue from one shareholder, of a two shareholder firm, that wishes to retire. Seller will provide transition assistance and is willing to assist after the sale for a limited time as needed. This would not be a partnership interest, but a carve out of the retiring CPA’s clients with the ability to share space & staff with the remaining CPA. Practice can remain in the same location or moved, but if moved then it should remain in the local area for the best client retention. Shareholder generates gross revenue of $307k from 323 Individuals with an average fee of $607, plus 89 Entities with an average fee of $934 (additional breakdown below), and $38k of revenue from Bookkeeping, Tax Planning & limited Payroll services. Clients no longer come in to the office for an appointment and approximately 35% drop off, 25% mail and 40% remit electronically. Firm uses Lacerte, TValue & Tax Tools. Seller is looking for a CPA, or EA, with a background in tax who is personable and comfortable preparing all types of tax returns. 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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