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San Diego CPA Practice
New
Listing #: CAS5344
Location: California
Type: CPA CFP/IA Other
Annual Revenue: $1,200,000
Asking Price: $1,700,000
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| The A Team |
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Description:
• The owner is a CPA
• This practice was established in 1992
• Less than 5% of clients meet with the seller and staff in person
• Software in use includes Lacerte, Sure Prep, Zoom, QuickBooks, MS Office
• Approximately $25,000 in annual revenue, via bookkeeping (5 clients)
• Approximately 575 individual tax returns with an average fee of $1,190 per return
• Approximately 140 business tax returns with an average fee of $1,910 per return
• Approximately 55 other tax returns with an average fee of $910 per return
• Approximately $175,000 in annual revenue, via tax planning (126 clients)
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $562,956 (Proj 2024)
• Lease is month-to-month. Downtown building with 5 offices and additional offices available.
• This practice was established in 1992
• Less than 5% of clients meet with the seller and staff in person
• Software in use includes Lacerte, Sure Prep, Zoom, QuickBooks, MS Office
• Approximately $25,000 in annual revenue, via bookkeeping (5 clients)
• Approximately 575 individual tax returns with an average fee of $1,190 per return
• Approximately 140 business tax returns with an average fee of $1,910 per return
• Approximately 55 other tax returns with an average fee of $910 per return
• Approximately $175,000 in annual revenue, via tax planning (126 clients)
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $562,956 (Proj 2024)
• Lease is month-to-month. Downtown building with 5 offices and additional offices available.
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