CALIFORNIA

This tax and accounting practice in San Jose provides a broad range of services to individuals (many with closely-held businesses), corporations, partnerships and trusts. The services provided to the clients who would transfer are primarily tax preparation and projections/planning, accounting and Quickbooks support, some property and non-profit filings and one compiled financial statement. The revenue for all services provided by client type is an average of $1,424 for individuals, $8,999 for corporations, $3,277 for partnerships and $2,250 for trusts. The seller relies on the support of a few preparers, a bookkeeper and admin. The seller's main focus in selling is finding a good new "home" for the clients, so the seller will be available to help transition the clients to the buyer.

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