San Diego CPA Firm – CPA firm for sale in San Diego, CA. This Dual-Proprietor firm has been operating in its current location for 13 years. It’s central location allows easy access for clients to attend in-office appointments as well as drop-off their documents. This firm has been operating in its current location for the past 14 years. The firm can be moved from its current location but should remain centrally located in San Diego for client retention purposes Approximately 35% of clients come in for an appointment while the other 65% drop-off, mail-in or electronically upload their documents to the Sellers. The firm provides bookkeeping, accounting and tax services to multiple individuals and entities. Practice generates gross revenue of $526k from 501 Individuals with an average fee of $440, plus 129 Entities with an average fee of $2,373 (see below for additional details and breakdown). The firm uses Lacerte for tax preparation as well as QuickBooks. Sellers are looking for an EA or CPA that is knowledgeable in all aspects of taxation and accounting. This individual should be able to provide excellent service to the clients and convey that they are organized and efficient.
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