CALIFORNIA

$185,000 - CPA firm for sale in Irvine, CA. ref# IRV123. This CPA firm was established in 1991 and has been operating in the current location for the past 7 years. Approximately 80% of clients electronically remit their tax documents, while 10% mail, 5% drop-off and the remaining 5% like to come in for an appointment (less than 10 clients total). Practice generates gross revenue of $158k from 110 Individuals with an average fee of $700, plus 56 Entities with an average fee of $1,447, and $2k from bookkeeping. Practice currently uses Lacerte for tax preparation as well as QuickBooks, SmartVault and ACT. The clientele will transition best to an CPA with a strong background in tax who is professional and possesses good interpersonal skills. The Seller also provides financial services, which they will retain, and therefore will not sell the tax portion of the business to anyone with a financial services license who could compete. The Seller is looking for an individual to purchase the practice who will rent a currently vacant single office in their current office suite. There is no staff available to transition with the practice. Much more information is available on 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