Santa Ynez Valley

CPA firm for sale in the Santa Ynez Valley region. Firm revenue of $1,004,352 includes approximately 835 Individual tax clients and 281 Entity tax clients 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 and the Practice Profile will be emailed to you 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 online and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, via email for this listings profile. Please check your junk folder if you don’t receive any information within 5 minutes.