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Monterey Peninsula CPA Tax Practice
Listing #
CAN5918
Location
California
Annual Revenue
$812,000
Asking Price
$950,000
Type
CPA TAX
| Presented by: |
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| 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
• 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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