CALIFORNIA

$250,000 - Remote Southern California CPA firm for sale. ref# REM224. This 100% remote firm is currently located in North San Diego and was established by the Seller in 1994. The firm was previously located in Orange County but has been home based for the past 4 years. The practice can be moved to a new office outside of its current region but maintaining a post office box in Southern California could aide in client retention. The Seller is looking forward to new adventures but is available to continue working with the Buyer as needed. The gross revenue of $200k is derived from 100% income tax preparation from roughly 54 individuals with an average fee of $1,327, plus 53 entities with an average fee of $2,496 (see breakdown below). Approximately 70% of clients remit their documents electronically with the remaining 30% preferring to mail in their documents for return preparation. Approximately 24% of clients file a Schedule C, 33% file a Schedule E, 44% file an E p2, and 64% file a Schedule D. In addition to the CPA Seller, there is 1 outside contract accountant who will prepare balance sheets for entities and communicates with and bills the client directly for their services. They will likely continue a working relationship with the Buyer after the sale. The practice uses Lacerte for tax preparation. The clientele will transition best to an EA or CPA with a strong background in tax who is comfortable working in a professional manner with many different types of individuals in varying occupations. 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

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