CPA Firm in San Jose, CA for Sale. The firm has been in San Jose for over 30 years and the Seller is ready to retire and spend more time with family. The Seller is willing to remain on a limited basis, for up to a year, after the sale in order to assist the buyer as needed. Practice can be moved from its current locations but should remain in the San Jose area. Firm generates gross revenue of $272k from 233 individuals with an average fee of $652 along with 68 Entities with an average fee of $885 (additional breakdown below) and $60k of bookkeeping & compilations. Approximately 90% if clients will mail/email/drop off/electronically send in their information while about 10% like to come in for an appointment. The clients will transition best to a CPA in the area that has experience working with multiple types of entities and individuals. Firm currently uses Ultra-Tax, Practice CS & Quickbooks. 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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