CPA firm for Sale in San Luis Obispo, CA. Firm is currently priced and offered for sale based on all Partners selling their interest in the business. This 3 Partner firm operates out of two office locations in the region. Each office can be relocated but should remain in their respective communities. Gross revenue of $1,565,000 is derived from approximately 1400 individual returns with an average fee of $479 along with 498 business returns with an average fee of $1,032 and $380k of bookkeeping/tax planning & consulting (see breakdowns below). Sellers are available for transition assistance and could potentially continue with the firm, in a limited basis, for a short period of time. Firm uses Lacerte & Quickbooks. Approximately half of the clients drop-off/mail or electronically remit documents while the other half likes to come in for an appointment. The clientele will transition best to a CPA or an EA that has a background in Tax & Accounting. 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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