New
Soquel (Santa Cruz County) Virtual Tax Practice
Listing #
CAV6640
Location
California
Annual Revenue
$285,000
Asking Price
$500,000
Type
CPA TAX
Presented by:
The A Team
Toll Free: (888)783-7822x3
Description:

• The owner is a CPA
• This practice was established in 2005
• 95% of clients are serviced remotely
• Software in use includes Lacerte & Smart vault portal
• Approx. 275 individual tax returns with an average fee of $684 per return
• Approx. 69 business tax returns with an average fee of $1,027 per return
• Approx. $23,086 revenue from tax planning and other services 
• Projected 2026 Annual cash flow:  $187,000
• Lease expires in month to month

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