San Diego – Rancho Bernardo II

CPA Firm for sale in the Rancho Bernardo community of San Diego. This singe CPA firm has been in the community for approximately 20 years. Gross revenue of $430k is derived from 509 individual tax returns with an average fee of $569 and 91 Entity tax returns with an average fee of $1,474 (full breakdown below). Practice uses Lacerte, Quickbooks, ShareFile and Tax Tools. Office space may be assumable or firm can be moved to another location that is north of downtown San Diego. This firm is best suited to a CPA with great customer care skills and 15+ years of tax and accounting experience. Much more information is available in 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

$520,000

Status

Sale Pending

Business Type

CPA Firm

Gross Revenue

$429,686

Net + Discretionary

$333,999

Tax Prep Income

$429,686

Bookkeeping Income

Other Income

Individual Clients

509

Average Fee

$569

Entity Clients

95

Average Fee

$1,474

Revenue Breakdown

Entity Breakdown:
6 - 1120 @ $1,192 avg. fee
61 - 1120S @ $1,763 avg. fee
14 - 1065 @ $1,271 avg. fee
14 - 1041 @ 543 avg. fee

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.