CALIFORNIA

CPA Firm for sale in Irvine, CA. – ref# IRV124. The Seller is looking forward to semi-retirement but will be available to assist with a smooth transition process as well as be available for questions, on an as needed basis, after the transition. There are no additional staff included in the sale. Approximately 2% of clients come in for an appointment, 8% will drop off, 70% mail-in while the remaining 20% will remit their documents electronically. The current office space will not be available to the Buyer. For best client retention, retaining an office in Orange County is a necessity. The Seller will not consider a Buyer who will not have a physical Orange County location after the sale. In 2023, the practice generated a gross revenue of $161k from 43 Individuals with an average fee of $722 and 44 Entities with an average fee of $1.074 in addition to Accounting and Bookkeeping revenue related to individual and entity tax work of $82k. Practice currently uses Lacerte for tax preparation as well as QuickBooks. The clientele will transition best to an experienced CPA with an extensive background in tax and accounting, especially in trusts. 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