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• The owner is a CPA• This practice was established in 1975• Software in use includes Lacerte, Smart and CSA, The Number, T-Value, Timeslips, MS Office • Approximately 41 bookkeeping clients, generating $125,200 in revenue• Approximately 710 individual tax returns with an average fee of $600 per return• Approximately 170 business tax returns with an average fee of $950 per return• Approximately 114 other tax returns with an average fee of $877 per return• $350,000 +/- revenue is generated via audits and review, etc.• Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $390,000• Lease expires in October 31, 2020, More info
• The owner is an EA• This practice was established in 1998• Software in use includes Lacerte, ATX, Sage, QuickBooks• Approximately 39 bookkeeping clients generating $91,000 in revenue• Approximately 278 individual tax returns with an average fee of $500 per return• Approximately 107 business tax returns with an average fee of $760 per return• $93,320 +/- in revenue is generated via entity set-up, audit, tax representation, tax/financial planning, etc.• Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $192,000• Lease expires in May 31, 2020, with a 5-year renewal option More info
Raj Sathyaseelan
LINK Silicon Valley
Serving Santa Cruz County, CA
Steve Song
Realty World, Golden Hills
Serving Santa Cruz County, CA
Farley Gouner
Business Team
Serving Santa Cruz County, CA
AJ Rana, MBA
Lemara Commercial
Serving Santa Cruz County, CA
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