San Diego – Rancho Bernardo

CPA firm in Rancho Bernardo, CA for Sale. This well-established firm has been in the same upscale and highly sought after community for the past 20+ years and can be relocated to another office in the area. Firm currently operates using Lacerte Tax Software, Quickbooks and Tax Tools. Gross revenue of approximately $602,266 is derived from 700 individual clients with an average fee of $588, 178 Entities with an average fee of $881 (see breakdown below), and approximately $34k of revenue from tax planning/consulting/misc. This firm is best suited for a CPA who has a well-versed background in Tax & Accounting with years of tax preparation experience. Much more information is available in the Practice Profile (including recent financials). 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

$700,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$602,266

Net + Discretionary

$339,226

Tax Prep Income

$568,774

Bookkeeping Income

Other Income

$33,492

Individual Clients

700

Average Fee

$588

Entity Clients

178

Average Fee

$881

Revenue Breakdown

Entity Breakdown:
12 x 1120 @ $1,300 avg.
65 x 1120S @ $1,221 avg.
15 x 1065 @ $1,137 avg.
77 x 1041 @ $564 avg.
2 x 990 @ $504 avg.
7 x 709 @ $125 avg.

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.