San Diego (Point Loma)

Tax firm for sale in the Point Loma community of San Diego, CA. This Sole-Proprietor firm was established by the Seller in 1988 and has been operating in its current location for over 9 years. Gross revenue of $192k is derived from 430 Individual returns with an average fee of $379 along with 52 Entities with an average fee of $566. This 100% tax preparation Firm can be moved from it’s current location but should remain locally to help with client retention. Approximately 75% of the clients like to come into the office for an appointment and 25% prefer to mail/email/upload tax documents for tax return completion. The clientele will transition best to a licensed tax professional who has experience preparing multiple tax returns per year for all entity types. Practice currently uses Intuit ProSeries for tax preparation. 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.

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Price

$237,500

Status

Available

Business Type

Tax Firm

Gross Revenue

$192,491

Net + Discretionary

$167,353

Tax Prep Income

$192,491

Bookkeeping Income

Other Income

Individual Clients

430

Average Fee

$379

Entity Clients

52

Average Fee

$566

Revenue Breakdown

430 - 1040 @ $379/avg.
5 - 1120 @ $920/avg.
6 - 1120S @ $704/avg.
22 - 1065 @ $501/avg.
19 - 1041 @ $505/avg.

The office is currently rented for $636/mo and is on a month-to-month basis. The office space may be assumable. Keeping a location within a reasonable distance for clients to travel is important. Also, there is no staff at this firm other than the Sole-Proprietor Seller. The Seller is available for transition assistance in order to assist with client retention and prefers not to continue preparing tax returns after the sale.

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.