SOLD
Motivated Seller - San Diego CPA Practice - Terms & Guarantees
Listing #
CAS6289
Location
California
Annual Revenue
$235,000
Asking Price
$325,000
Type
CPA TAX BOOKKEEPING
Presented by:
The A Team
Toll Free: (888)783-7822x3
Description:

Motivated for a Fast Close- Terms and Guarantees Available for the right buyer. Available to assist with transition during tax season.

With an asking price below 2× cash flow, this is a standout acquisition opportunity and is unlikely to remain available for long. 

• The owners are CPAs
• This practice was established in 1992
• Less than 5% of clients meet with the sellers
• Software in use includes Lacerte and QuickBooks
• Approximately $34,000 in annual revenue, via bookkeeping 
• Approximately 132 individual tax returns with an average fee of $910 per return
• Approximately 57 business tax returns with an average fee of $1,405 per return
• Approximately 11 other tax returns; 7 trust and 4 non-profit
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $188,646 (2025)
• Lease is month-to-month and will need to be renegotiated with landlord. Space is a 2nd floor office with front room, main office and copy/storage room.  No elevator available.

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