Westlake Village CPA Firm for sale. This firm has been in business since 1988 and the Sellers are ready to work less in anticipation of retirement. The Sellers are available to work with the Buyer on a part-time & remote basis after the sale, if needed, but there is no other support or professional staff. The practice has been operating in its current location for over 10 years and only see’s a handful of clients in the office. The firm can easily be moved to another office in the area or operated remotely throughout Los Angeles County. Approximately 50% of clients remit their documents electronically, while 40% mail-in, 5% drop-off and the remaining 5% like to visit for an appointment. The firm provides Review services and requires a CPA who can perform those services along with tax, accounting, bookkeeping, and limited payroll services to multiple individuals and entities. Practice gross revenue of $403k is derived from 137 Individuals with an average fee of $709, plus 132 Entities with an average fee of $1,137, 40 HOA Reviews with an avg. fee of $2,076, and annual accounting services (see below for additional details and breakdown). The firm uses Lacerte for tax preparation as well as QuickBooks & CFS. Sellers are looking for a CPA who is responsive, communicates clearly, and has a high level of tax experience.
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