CPA Firm for sale in Redwood City, CA – ref# RWC124. The Seller is looking forward to retirement but is willing to continue working on a limited basis for 1 tax season, or as needed, to assist in a smooth transition. There are no additional staff included in the sale. Approximately 65% of clients will mail-in, 10% will drop off, 15% will remit their documents electronically and the remaining 10% come in for an appointment. No office space is included in this sale and the Seller believes that the clients can continue to be serviced from a co-working space in the area. In 2023, the practice generated a gross revenue of $795k from 325 Individuals with an average fee of $1,802 and 164 Entities with an average fee of $1,251, with another $4k in consulting services provided (see breakdown below). Practice currently uses ProSystems for tax preparation as well as BNA Tax Planning. The clientele will transition best to a CPA or EA with an extensive background in tax and has a history of providing excellent service to high-net worth clients that have various, complex tax returns. 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.
If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.