Pleasant Hill

CPA firm for sale in Pleasant Hill, CA. This practice retains a physical office in Pleasant Hill, CA but the owner and professional staff work mostly virtually (see full Practice Profile for details). The Seller is looking forward to retirement but is available for transition assistance and can help with the workload on a limited basis for the next year, if needed. Office staff also includes 2 CPA’s and an Office Manager. Approximately 81% of the clients provide tax documents electronically, while 2% mail-in, 5% drop-off and 12% (50 clients max) prefer to visit the office for an appointment. The firm only provides tax related services including Individual tax preparation, all types of entity tax preparation, tax planning & tax consulting. The practice can be relocated to the Buyer’s office, a new office location, or a co-working space in the local area. Firm generates gross revenue of $658k from 264 Individuals with an average fee of $1,474, plus 153 Entities with an average fee of $1,757. Practice uses Lacerte for tax preparation and Office Tools. The clientele will transition best to an EA or CPA who can handle complicated individual & trust tax returns all while continuing to provide excellent customer service . 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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Price

$800,000

Status

Sale Pending

Business Type

CPA Firm

Gross Revenue

$657,984

Net + Discretionary

$324,252

Tax Prep Income

$657,984

Bookkeeping Income

Other Income

Individual Clients

264

Average Fee

$1,474

Entity Clients

153

Average Fee

$1,757

Revenue Breakdown

Entity Average Fee Breakdown:
1120 - 12 @ $2,214 avg. fee
1120S - 29 @ $2,260 avg. fee
1065 - 43 @ $2,987 avg. fee
1041 - 58 @ $814 avg. fee
990 & 990N - 2 @ $520 avg. fee

Firm Staff includes Seller CPA, 2 Remote Staff CPA's, and local Office Manager

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.