Delisted
San Diego CPA Book of Business
Listing #
CAS5401
Location
California
Annual Revenue
$600,000
Asking Price
$850,000
Type
CPA CFP/IA Other
Presented by:
The A Team
Toll Free: (888)783-7822x3
Description:
THE FULL DETAILS OF THIS OPPORTUNITY WILL BE UPDATED SHORTLY
 

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

  • Average fees of individual returns are $1,190
  • Average fees of business returns are $1,910
  • Average fees of other returns are $910
  • Bookkeeping and tax planning provided – Revenue to be provided shortly
  • Lease is month-to-month. Downtown building with 5 offices and additional offices available.    
  • Space is available for lease for interested buyer

This is a unique opportunity with the option to purchase this carve out/portion or to acquire the full Practice offering at CAS5344.

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