CPA firm for sale in Foster City, CA. This home-based Firm has been operating in the area since 2001, and the Seller is looking to reduce their workload in anticipation of retirement. This sale represents most Individual tax clients from the existing firm with the Seller retaining all Business Entities and related Individuals until full retirement. Clients are not seen face-to-face and approximately 50% drop off their tax documents for return preparation while the remaining 50% email or upload to the portal. The firm is home-based therefore operations will need to be relocated to the Buyer’s office. The Seller feels that a location from San Jose, throughout the Peninsula, and nearby areas, would be best for client retention. The gross revenue of $168k is derived from 418 Individual tax returns with an average fee of $403. The firm is currently operated by the Seller only and there is no staff available to assist the Buyer. The clientele will transition best to a CPA or EA with a background in individual tax. Ideally, this individual will want to take care of the clients and be their consultant for years to come. Practice currently uses Drake for tax preparation. 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