Thousand Oaks CPA-Tax Book of Business
Status
Listing #
State
Location
Annual Revenue
Asking Price
Type
SOLD
CAS1651
CA
Thousand Oaks CPA-Tax Book of Business
$160,000
$185,000
Presented by: |
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The A Team |
Toll Free: (888)783-7822x3 |
Description:
• The owner is a CPA and wants to develop and grow wealth management practice • This practice was established in 2002 • Software in use includes Drake • Approximately $21,561 in revenue generated from payroll processing • Approximately 290 individual tax returns with an average fee of $384 per return • Approximately 16 business tax returns with an average fee of $797 per return • Approximately 12 other tax returns with an average fee of $704 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $122,102 • Lease expires on July 31, 2021. Seller gives buyer the option to sub-lease office space, if needed.
• The owner is a CPA and wants to develop and grow wealth management practice • This practice was established in 2002 • Software in use includes Drake • Approximately $21,561 in revenue generated from payroll processing • Approximately 290 individual tax returns with an average fee of $384 per return • Approximately 16 business tax returns with an average fee of $797 per return • Approximately 12 other tax returns with an average fee of $704 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $122,102 • Lease expires on July 31, 2021. Seller gives buyer the option to sub-lease office space, if needed.