VENDU
Monterey Peninsula CPA Tax Practice
# cabinets
CAN5918
Province
California
Chiffres d'affaires
$812,000
Prix demandé
$950,000
Type
CPA IMPÔT
Présenté par:
The A Team
Toll Free: (888)783-7822x3
Description:

• The owner is a CPA

• Seller is seeking a buyer based in Monterey County who has proven experience working with Estates and Trusts. Knowledge of Estate tax law is highly desirable
• This firm was established in 1970
• Software in use includes ProSystem FX
• Approximately 213 individual tax returns with an average fee of $2,113 per return
• Approximately 43 business tax returns with an average fee of $3,488 per return
• Approximately 108 other tax returns (1041,709,706) with an average fee of $1,963 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $307,000 (2024)
• Month to month Lease 
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