Rancho Bernardo

CPA Firm for sale in the Rancho Bernardo community of San Diego. This is a full-service firm providing individual, trust, partnership and corporate tax compliance and planning as well as audit, review and compilation.  The clientele will transition best to an experienced CPA familiar with multistate tax preparation and high net worth individuals. Firm revenue is generated from 544 individual clients with an average fee of $1,163, plus 153 Entity tax clients with an average fee of $2,001 along with income from Accounting services as shown below. Firm uses Lacerte tax software, Tax Tools, PPC & CCH Axcess. The current office location and some of the staff should remain consistent after the sale to aid in a successful transition. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.

Price

$1,100,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$1,216,597

Net + Discretionary

$361,483

Tax Prep Income

$938,465

Bookkeeping Income

$49,042

Other Income

$229,090

Individual Clients

544

Average Fee

$1,163

Entity Clients

153

Average Fee

$2,001

Revenue Breakdown

Entity Breakdown:
20 - 1065 @ $1,163 avg.
18 - 1120 @ $5,833 avg.
42 - 1120S @ $1,835 avg.
68 - 1041/706 @ $1,092 avg.
5 - 990 @ $1,886 avg.

Other Income Breakdown:
Tax Consulting
Audit & Assurance
IRS Audits
Trust Accounting
Misc. Income

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.