San Marcos II

CPA firm in San Marcos, CA for sale. This well-established firm has been in business for 30 years and in their current location for the past 22. Gross revenue of approximately $246k is derived from 568 individual clients with an average fee of $311, 115 Entities with an average fee of $460, monthly & quarterly accounting and a small amount of Payroll fees that generate approximately $30k of revenue. Full revenue breakdown is included on the practice profile. This firm is best suited for a CPA or EA who is personable, knowledgeable and friendly. Firm uses Lacerte, QuickBooks and CFS for Payroll. Much more information is available in 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

$275,000

Status

Sold

Business Type

CPA Firm

Gross Revenue

$246,150

Net + Discretionary

$138,476

Tax Prep Income

$215,829

Bookkeeping Income

$30,321

Other Income

Individual Clients

568

Average Fee

$311

Entity Clients

115

Average Fee

$460

Revenue Breakdown

Entity Breakdown:
2 - 1120 @ $530
71 - 1120S @ $479
6 - 1065 @ $503
32 - 1041 @ $397
4 - 990 @ 544

Bookkeeping/Payroll Breakdown:
4 Monthly @ $300/mo avg.
2 Quarterly @ $250/qtr avg.
8 Payroll with 1 or 2 EE per client

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.