Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with workload, client transition, and overall continuity.

The Gross revenue of approximately $268,000 is generated from 294 individual 1040 clients with an average fee of $529, plus 100 entity tax returns with an average fee of $1,130 (See breakdown below). Seller discretionary earnings are approximately $187,000 after adjusting for rent, due in part to the low overhead structure of the firm.

Approximately 40% of clients submit documents electronically, while 30% drop off their documents, 25% come in for appointments, and 5% mail in their information. Client interaction is typically handled by phone, email, and sit-down appointments. The firm is currently located in Vista, CA, and the office space may be available for the Buyer to assume if they need a local office. The practice can also be relocated from Vista, although maintaining a physical location somewhere along the 78 corridor is best for client retention.

The Seller employs one administrative assistant who is willing to assist with the transition or retire after closing, depending on the Buyer’s needs. The Seller is hoping to find a technically strong, experienced, sociable, and ethical CPA Buyer who will take good care of the clients and continue providing the high level of service they have come to expect. The practice currently utilizes Lacerte and 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