CALIFORNIA

Partial CPA firm in San Jose, CA for Sale. This well-established CPA firm is looking to reduce its individual client workload and focus on Business Entities with related owners and accounting services. The firm is trying to find a home for approximately $87,000-$100,000 worth of revenue from recurring clients. Firm is currently choosing clients and current list totals $87k of revenue from 68 Clients with an average fee of $1,290 each. Client count is flexible depending on buyer’s capacity. Firm currently operates using Lacerte Tax Software. These clients have not been seen in person and are used to completing their tax returns digitally. This firm is best suited for an EA or CPA that has experience working on complex individual returns. 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.