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.





Business Type

CPA Firm

Gross Revenue


Net + Discretionary


Tax Prep Income


Bookkeeping Income


Other Income

Individual Clients


Average Fee


Entity Clients


Average Fee


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

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