Walnut Creek CPA Book of Business
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• The owner is a CPA
• This practice was established in 2006
• Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention
• Practice is supported by a trained assistant familiar with clients and may be willing to continue with new owner
• Software in use includes Lacerte
• Includes approximately $7,000 in annual revenue, via planning. 1099's and Misc.
• Approximately 55 individual tax returns with an average fee of $1,745 per return
• Approximately 35 business tax returns with an average fee of $2,200 per return
• Building lease available if needed: expires 6.30.27; Option to 6.30.29, 90-day cancellation
• This practice was established in 2006
• Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention
• Practice is supported by a trained assistant familiar with clients and may be willing to continue with new owner
• Software in use includes Lacerte
• Includes approximately $7,000 in annual revenue, via planning. 1099's and Misc.
• Approximately 55 individual tax returns with an average fee of $1,745 per return
• Approximately 35 business tax returns with an average fee of $2,200 per return
• Building lease available if needed: expires 6.30.27; Option to 6.30.29, 90-day cancellation
About the Business
Listing Info
- ID
- 2445938
- Listing Views
Listing ID: 2445938 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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