CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current office location but has additional private office space to rent if the Buyer needs a local office. The Seller will gladly assist the Buyer with transition but is not interested in assisting with tax preparation after the sale. Approximately 30% of clients remit documents electronically, while 50% will mail-in, 15% drop-off, and the remaining 5% (approximately 10 people) like to come in for an appointment. The gross revenue of $107k is derived from 173 Individual tax returns with an average fee of $529, plus 5 CA SMLLC’s with an avg. fee of $745, 2 Corps with an avg fee of $1,600, and 17 recurring 1041’s with an avg. fee of $533. The firm’s current office manager will remain with the Seller and is likely not available to assist the Buyer. The clients can be relocated to the Buyer’s office but retaining a location in North or Central Orange County will be best for client retention. Seller is looking for an experienced CPA who has a strong background in tax. They believe their successor should be professional, responsive, kind, concerned with client satisfaction, and have the utmost integrity. Practice currently uses Lacerte for tax preparation along with 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