CALIFORNIA

$55,000 - Virtual CPA firm for sale. ref# VIR123. This firm was established in 1993 and now the Seller is looking forward to retirement. The Seller is willing to stay on as an advisor during the first year for transition purposes, or as needed. CPA Seller was previously located in Northern California until moving to Florida over 3 years ago. The bulk of the clients are still located in California but about 5 are out of state (OR, NY and FL). The practice is fully paperless and should make for an easy transition to an existing firm. For 2023 so far (Jan 1st – Oct 31st), practice has generated $44k from 40 Individuals with an average fee of $816, plus 14 Entities with an average fee of $825. Practice currently uses Lacerte for tax preparation as well as QuickBooks Pro to supplement. These clients are the last of the Seller’s practice and have been with the Seller for many years; as such, the Seller wants to find someone who will take great care of them for many years to come. The clientele will transition best to an EA or CPA who is a well-rounded tax professional with great client relationship skills. 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