CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3706CAMarin County$125,692soldAccounting & Tax Brokerage

$175,000 - CPA Firm in Marin County California for sale. This high quality firm has above average fees and a net profit to seller over 65%. Gross Revenue of approximately $125,000 is broken down to 24 Individual clients with an average fee of $3,479, along with 6 entity clients with an average fee of $5,708, Consulting revenue representing about 5% and 1 Payroll client. Over 95% of clients routinely drop off/email/mail documents and approximately 5% come in to the office for an appointment. Firm currently uses ProSystem, IntelliForms, and Accupay. This practice would transition best to a CPA with extensive tax and accounting experience who is customer service oriented, responsive and concerned with accuracy. Owner is looking forward to retirement but is available to assist buyer in transition. Practice can be kept in its current location or it can be moved to another office within Marin County. Exact location is available if you are interested in this firm and we have an NDA on file. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824.