Description:
• The owner is a CPA • Seller is open to non-CA buyers who have established presence in California or will maintain seller's two locations in SF Peninsula • This practice was established in 1991 • Software in use includes Lacerte/DMS, QuickBooks, TPS Billing, CFS-1099/PTS Accounting, CPA Site Solutions • Approximately $64,000 in annual revenue, via bookkeeping (30 clients) • Approximately 150 individual tax returns with an average fee of $1,800 per return • Approximately 38 business tax returns with an average fee of $1,579 per return • Approximately 21 other tax returns with an average fee of $1,429 per return • Other revenue: $36,000 in estate and tax planning • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $347,420 (Proj 2022) • Lease expires on N/A. Shared executive office spaces on month-to-month basis ,