Tax & Bookkeeping practice for sale in Tustin, CA. This firm has been in Tustin for over 30 years and in the same location for the past 6 years. The Seller is looking forward to retirement after a successful transition but is willing to assist the buyer on a limited basis afterwards too, if needed. Firm revenue of $174k is derived from 210 Individual clients with an average fee of $400 along with 46 Entities with an average fee of $876 and $50k of bookkeeping and consulting income (see below for breakdowns). Approximately 50% of clients remit their documents via mail/email/upload and the other 50% prefer to come in for an appointment. Practice currently uses ProSeries for tax preparation and Quickbooks for bookkeeping. The Seller is looking for an experienced tax preparer who will take care of the clients for years to come. 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.

If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.