Remotely operated Southern California CPA firm for sale. This Firm’s clients are primarily located throughout California, with a few out of state. The firm has been operated for several years by a Seller who resides in the Southern U.S., and maintains a small physical office in Northern San Diego County for the Office Manager. Approximately 5-10 clients visit the office in person each year to drop off tax documents; however, no in-person appointments are conducted from this location. This is a partial sale, with the Seller retaining about 30% of the current client base to reduce their workload for semi-retirement. Approximately 55% of clients submit their documents electronically, 40% by mail, and 5% drop-off. The included gross revenue of $425,143 is derived from 104 Individual tax returns with an average fee of $684, plus 93 Entities with an average fee of $3,003 (Incl. Acct & Payroll), along with 111 5500’s with an avg. fee of $474 and 10 5227’s with an avg fee of $2,280. The firm currently employs one full-time office manager/bookkeeper, who is likely to remain after the sale. The clientele will transition best to a CPA with a strong background in tax who can continue to prepare financial statements for their 8 clients that receive this service. This individual should be highly responsive to clients and appreciate that tax planning is a critical component of this firm’s service. Practice currently uses Ultra Tax for tax preparation along with Thompson Reuters products on SAAS, Accounting Power. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff & financials.

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