Pleasanton

CPA firm for sale in Pleasanton, CA. This Sole-Proprietor firm was established by the CPA Seller in 2012 and has been operating in its current location for 4 years. Practice listed price is based on a partial sale of clients to reduce the Seller’s current workload. Gross revenue of $61k is derived from 57 Individual returns with an average fee of $828, 8 Entities with an average fee of $1,222 as well as 1 annual Bookkeeping client totaling $4,454/year. Firm is relocatable but should stay in the general area for client retention purposes. Clients are 85% drop-off/mail in/electronically upload their documents and 15% come in for an appointment. The clients will transition best to an experienced CPA or EA with a background in tax & accounting. Practice currently uses Lacerte, Lacerte Tax Planner and Holistiplan for tax preparation as well as QuickBooks, Microsoft Office, and TaxInterest. 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

$80,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$61,426

Net + Discretionary

N/A

Tax Prep Income

$56,972

Bookkeeping Income

$4,454

Other Income

Individual Clients

57

Average Fee

$828

Entity Clients

8

Average Fee

$1,222

Revenue Breakdown

57 - 1040 @ $828/avg.
1 - 1120 @ $700/avg.
4 - 1120S @ $1,675/avg.
2 - 1041 @ $488/avg.
1 - 709 @ $1,400/avg.

Annual Bookkeeping:
1 - $ 4,454/yr

Seller maintains a virtual office space which includes a conference room to meet with clients as needed. The virtual office leased by the Seller is assumable for $199/month but there may be other office arrangements available in the professional building currently retained by the Seller. Keeping the current work space is not necessary, but maintaining a location within a reasonable distance for clients to travel is ideal. Also, no staff is included in the sale of this partial book of business.

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.