New
Santa Rosa CPA Tax Practice
Listing #
CAN6593
Location
California
Annual Revenue
$350,000
Asking Price
$415,000
Type
CPA TAX
Presented by:
The A Team
Toll Free: (888)783-7822x3
Description:

• The owner is a CPA
• This practice was established in 2016
• 50% of clients meet with the seller and staff
• Software in use includes Lacerte
• Approximately $12,000 in annual revenue, via consulting
• Approximately 170 individual tax returns with an average fee of $1,300 per return
• Approximately 25 business tax returns with an average fee of $3,920 per return
• Approximately 15 other tax returns with an average fee of $1,267 per return
• Projected 2026 Annual cash flow:  $151,000
• Month to Month lease.  Office space includes 3 staff offices and a kitchen, reception area, and supply room.

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