CPA/EA CFP Firm for sale in Orange, CA. Gross Revenue of approximately $337k is broken down to 500 Individual tax returns with an avg. fee of $350, along with 91 business returns with an average fee of $596, Bookkeeping & Payroll revenue of $6k and $158k of net Securities income. Owner is looking forward to retirement but is available to assist in transition and would prefer to remain after close to assist buyer. Practice has been in the same location for over 6 years and can be kept in its current location or moved to another office within the area. The clientele will transition best to a local CPA or EA with a Series 7/63 who will provide care and excellent service to all the clients. Approx. 80% of clients prefer to schedule an appointment while the other 20% mail/email/upload/drop off their documents for return preparation & bookkeeping. Firm uses Lacerte, TaxTools & Quickbooks, and staff will likely want to remain after the sale.
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