Motivated Seller - Terms and Guarantees Available
• The partners are CPAs - one partner willing to stay on with new buyer
• The sellers prefer a buyer located in San Joaquin County or neighboring counties
• This practice was established in 2002
• Practice supported by trained staff (tax preparer, bookkeepers)
• Software in use includes Lacerte Tax, Accountants World, QuickBooks
• Approximately $84,000 in annual revenue, via bookkeeping (18 clients)
• Approximately $85,000 in annual revenue, via Payroll Processing (53 clients)
• Approximately 600 individual tax returns with an average fee of $450 per return
• Approximately 137 business tax returns with an average fee of $1,095 per return
• Approximately 34 other tax returns with an average fee of $912 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $332,000 (2024)
• Lease assumable
Ad#:2407070
