CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the Buyer, on a part time or seasonal basis for at least the next year, if assistance is needed. This firm has been operating from its current location for 30 years and retaining the same space, or an office in the vicinity, will be important for client retention. Annual gross revenue of $743,000 is derived from approximately 859 individual tax returns with an average fee of $524, plus 182 entities with an average fee of $748, along with $123k in accounting revenue from bookkeeping and payroll services.. Approximately 50% of clients like to come in for an appointment, while 45% drop-off their documents and the remaining 5% mail-in. The firm employs 2 full-time, 1 part-time, and 1 seasonal staff members who are likely to remain after the sale. The Seller’s ideal Buyer is an EA or CPA with deep experience in both accounting and tax who has at least 10 years of working experience. To ensure a smooth client transition, the Buyer should also be personable, trustworthy, and great at communicating with clients. Firm uses Lacerte & Quickbooks. 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