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Truckee CPA Practice
Sale Pending
Listing #: CAN5217
Location: California
Type: CPA TAX AUDIT REVIEW BOOKKEEPING Other
Annual Revenue: $975,000
Asking Price: $1,150,000
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| The A Team |
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Description:
• The owner is a CPA
• Clients can be serviced remotely but having a presence in Truckee during certain times of year would be preferred
• This practice was established in 2013
• Software in use includes Lacerte, Rightworks, SafeSend
• Approximately $140K in annual revenue, via bookkeeping (4 clients). Manage finances for 2 family offices.
• Approximately 240 individual tax returns with an average fee of $1,700 per return
• Approximately 70 business tax returns with an average fee of $3,650 per return
• Approximately 55 other tax returns with an average fee of $2,400 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $568,657 (Proj 2024)
• Lease - month to month. Phoenix executive building.
• Clients can be serviced remotely but having a presence in Truckee during certain times of year would be preferred
• This practice was established in 2013
• Software in use includes Lacerte, Rightworks, SafeSend
• Approximately $140K in annual revenue, via bookkeeping (4 clients). Manage finances for 2 family offices.
• Approximately 240 individual tax returns with an average fee of $1,700 per return
• Approximately 70 business tax returns with an average fee of $3,650 per return
• Approximately 55 other tax returns with an average fee of $2,400 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $568,657 (Proj 2024)
• Lease - month to month. Phoenix executive building.
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