CPA firm for sale in West Los Angeles, CA. The Seller currently provides Tax, Write-up, Business Management and Wealth Management services. This is a partial sale that includes all of the CPA Accounting work but none of the wealth management services. The Seller will not consider selling the wealth management revenue and therefore cannot consider selling to anyone who is currently licensed, or provides, wealth management services. The gross revenue of $368k is derived from 56 client groups with an avg fee of $6,579 each from services that range from individual and business tax return preparation to business management, write-up, payroll and tax planning. Included in the services are 70 individual tax returns, 65 business & trust tax returns, plus 4 in-house write-up clients, 2 business management clients, and 9 payroll clients. The firm’s staff currently consists of 3 individuals, 2 of whom are likely to continue after the sale if assistance is needed. The remaining staff include a PT administrative/bookkeeper and a PT tax preparer. The Seller will assist the Buyer with transition after the sale but prefers not to continue providing accounting services. Approximately 95% of clients remit all of their documents electronically, while the remaining 5% will drop-off to the Seller’s office. The firm operates virtually and from a professional office in West LA and since most clients remit documents electronically the firm can be moved around LA County, however the Seller’s preference is for the Buyer to share space in West LA or retain an office in the West LA/ Beverly Hills area. This opportunity is best suited for a CPA who is comfortable with and understands the entertainment industry. The individual or firm should deliver excellent customer service and be able to continue to work with the Seller in order to collaborate on mutual clients whom they are retaining for wealth management services. Practice currently uses Lacerte for tax preparation along with QuickBooks, ProSystem Practice Management and SurePrep. 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