San Diego (Mission Valley)

San Diego CPA firm for sale. Firm is located just east of Mission Valley and can be relocated or current office space can be leased to the Buyer. This prime solo practitioner firm has been in existence and in the same area for over 30 years. The Seller is looking forward to retirement but will remain for 1–2 years after the sale to assist the Buyer. This firm is a great opportunity for an experienced CPA who has a strong background providing income tax and bookkeeping services to a wide variety of clients. Firm uses Lacerte, Drake, Quickbooks & CFS.

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Price

$340,000

Status

Sale Pending

Business Type

CPA Firm

Gross Revenue

$295,880

Net + Discretionary

$165,635

Tax Prep Income

$239,620

Bookkeeping Income

$38,340

Other Income

$17,920

Individual Clients

398

Average Fee

$364

Entity Clients

107

Average Fee

$885

Revenue Breakdown

Entity Breakdown:
398 - 1040 - $364 avg. fee
9 - 1120 @ $900 avg. fee
35 - 1120S @ $1,075 avg. fee
25 - 1065 @ $1,307 avg. fee
31 - 1041 @ 395 avg. fee
7 - 990 @ 580 avg. fee

Bookkeeping (all billed hourly):
1 Yearly - total $2,000
12 Monthly - total $32,365
4 Quarterly - total $3,180
Misc. Bookkeeping tasks - total $795

Other Services:
Consulting - total $10,720
Trust Accounting - total $7,200

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.