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Walnut Creek CPA Book of Business
Listing #
CAN6216
Location
California
Annual Revenue
$180,000
Asking Price
$260,000
Type
CPA TAX
| Presented by: |
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| The A Team |
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Description:
• The owner is a CPA
• This practice was established in 2006
• Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention
• Practice is supported by a trained assistant familiar with clients and may be willing to continue with new owner
• Software in use includes Lacerte
• Includes approximately $7,000 in annual revenue, via planning. 1099's and Misc.
• Approximately 55 individual tax returns with an average fee of $1,745 per return
• Approximately 35 business tax returns with an average fee of $2,200 per return
• Building lease available if needed: expires 6.30.27; Option to 6.30.29, 90-day cancellation
• Includes approximately $7,000 in annual revenue, via planning. 1099's and Misc.
• Approximately 55 individual tax returns with an average fee of $1,745 per return
• Approximately 35 business tax returns with an average fee of $2,200 per return
• Building lease available if needed: expires 6.30.27; Option to 6.30.29, 90-day cancellation
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