CPA Firm for Sale in Westlake Village. This firm has been in the same location for approximately 3 years but in the region for over 30 years and the Seller is looking to retire after a successful transition. This full practice sale includes approximately $471k in gross income which is derived from 435 Individuals with an average fee of $627 along with 83 Entities with an average fee of $1,648 (breakdown below) and $62k of Bookkeeping & other income. About 85% of clients remit their documents electronically, via mail or drop off to the office while approx. 15% still like to come in for an appointment. Retaining a location in the area will aide in client retention. The clients will transition best to a personable CPA who has a strong background in tax. Firm uses Ultra-Tax for tax preparation & Quickbooks for all bookkeeping. 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.
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