CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale represents the full firm. The Seller is open to working with the practitioner Buyer after the sale but does not want to continue managing the office or preparing all of the returns themselves. This opportunity is not available to investors or Buyers who do not prepare tax returns. Approximately 20% of clients drop-off their documents, 20% mail-in, 10% remit electronically, and the remaining 50% prefer to come in for an appointment. The firm is home based; therefore the clients will need to relocate to the Buyer’s office which should be within roughly 15 miles of Castro Valley. The gross revenue of $198k is derived from 225 Individual tax returns with an average fee of $567, plus 41 Entities with an avg. fee of $716, and $42k in year-round Bookkeeping and payroll service revenue. The firm is currently operated by the Seller with limited assistance from their spouse and no additional employees. The clientele will transition best to a CPA or EA with a background and experience in Tax. Ideally, this individual can direct and guide clients with confidence. Practice currently uses Drake for tax preparation along with QuickBooks for bookkeeping. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff & financials.

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