Santa Ynez Valley

Tax & Bookkeeping firm for sale in the Santa Ynez Valley region. Firm revenue of $1,004,352 includes approximately 835 Individual tax clients with an average fee of $686 and 281 Entity tax clients with an average fee of $881 along with Bookkeeping and Consulting Services. Gross revenue breakdown is roughly 82% Income Tax Preparation, 13% Bookkeeping and 5% Consulting. Firm uses Lacerte and sale includes all FF&E required for office operations. Current staff should be retained after close and both Selling Shareholders are willing to stay through transition as needed. 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

$1,400,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$1,004,352

Net + Discretionary

$648,797

Tax Prep Income

$819,140

Bookkeeping Income

$129,864

Other Income

$55,348

Individual Clients

835

Average Fee

$686

Entity Clients

281

Average Fee

$885

Revenue Breakdown

82% Tax Preparation Service
13% Bookkeeping
5% Consulting

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.