San Diego – Scripps Ranch

CPA Firm in the Scripps Ranch community of San Diego for sale. Gross Revenue of approximately $400,000 is broken down to 376 Individual tax returns with an avg. fee of $470, along with 65 business with an average fee of $2,071, 26 Trusts with an average fee of $477 and Write-up, Payroll and Consulting revenue. Owner is looking forward to retirement but is available to assist in a smooth transition. Practice has been in the same location for over 10 years and can be kept in its current location or moved to another office within the area. The clientele will transition best to a local CPA who is open to meeting some clients face to face in order to build the relationship. Approx. 15% of clients prefer to schedule an appointment while the majority mail/email/upload/drop off their documents for return preparation & write-up. Firm uses Lacerte & Quickbooks and most of the staff will remain if buyer desires.

Much more information is available on the Practice Profile. 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

$495,000

Status

Sold

Business Type

CPA Firm

Gross Revenue

$400,824

Net + Discretionary

$199,834

Tax Prep Income

$266,943

Bookkeeping Income

$71,638

Other Income

$62,243

Individual Clients

376

Average Fee

$470

Entity Clients

91

Average Fee

$1,645

Revenue Breakdown

Accounting & Other Income Client Breakdown
13 Payroll Clients
3 Monthly Write up
8 Quarterly Write up
2 Annual Write up
Tax Consulting

Entities Breakdown
11 - 1120
39 - 1120S
15 - 1065
26 - 1041

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.