Nouveau
Rocklin (Placer County) CPA Practice
# cabinets
CAN6355
Province
California
Chiffres d'affaires
$452,000
Prix demandé
$575,000
Type
CPA IMPÔT EA TENUE DE LIVRES
Présenté par:
The A Team
Toll Free: (888)783-7822x3
Description:

Established CPA & EA Practice with Strong Recurring Revenue and Potential for Remote Operations

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern cloud-based systems and services approximately 85–90% of its clients remotely, creating flexibility and scalability for a buyer.

Revenue Breakdown

• Approximately 31 bookkeeping clients generating $114,000 annually
• Approximately 93 consulting clients generating $24,000 annually
• Approximately 136 individual tax returns with an average fee of $521 per return
• Approximately 102 business tax returns with an average fee of $2,058 per return
• Approximately 20 additional tax returns with an average fee of $1,643 per return

Financial Overview

Projected 2026 annual cash flow is approximately $251,000, including owner salary and benefits, personal vehicles, and other discretionary or non-operational expenses.

Additional Information

• Lease in place through 12/31/2029
• Strong recurring revenue base
• Ideal opportunity for an individual practitioner or firm seeking a scalable, technology-driven practice with an established remote infrastructure
 
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