Petaluma

Petaluma partial CPA Firm for Sale. Portion of firm for sale consists of long-term clients who the Seller needs to find a good home for moving forward. None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California. The clientele will transition best to a CPA or EA with a background in tax & accounting. Gross revenue of $117,555 is derived from 152 individual returns with an avg. fee of $632, plus 17 Entities (see below for breakdown) with an avg. fee of $1,262. Practice uses CCH ProSystem fx tax preparation software. Much more information is available on the Practice Profile. Please follow the steps below to immediately download more information.

Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission. If you’ve already completed the Buyer Profile and NDA then you can log in using your email and password to download this profile.

Price

$140,000

Status

Sale Pending

Business Type

CPA Firm

Gross Revenue

$117,555

Net + Discretionary

$117,555

Tax Prep Income

$117,555

Bookkeeping Income

$0

Other Income

$0

Individual Clients

152

Average Fee

$632

Entity Clients

17

Average Fee

$1,262

Revenue Breakdown

Entity Breakdown:
4 - 1120 @ $1,050 avg. fee per return
11 - 1120S @ $1,346 avg. fee per return
3 - 1065 @ $817 avg. fee per return

Seller has provided a specific list of individual and entity clients. Some of the businesses include Medical, Physician, Consultants, Media, Designers, Attorneys, Sales, Contractors, etc. Individual returns range from retired individuals to the self-employed.

Partial Practice
CCH Prosystem fx Tax Software
None of the clients were seen in-person and the Seller believes these clients can be serviced from any location in California

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.