CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the Seller is now looking forward to retirement. The Seller is open to working with the Buyer for up to 2 years after the sale, preferably on a limited or part time basis. The firm can be relocated as approximately 99% of clients remit their documents electronically with only 1 who comes into the office for an appointment. The current physical office space is available to the Buyer if they would like to keep a local presence as well. The gross revenue of $395k is derived from 18 Individual tax returns with an average fee of $2,958, plus 24 Entities with an average fee of $4,869 (see breakdown below), followed up with $71,801 from Bookkeeping/Write-up, and $152,765 from Tax Advisory/Business Management/CFO work. The firm currently employs one full-time Senior Accountant who is responsible for all the write up work, bookkeeping, FS Prep and is anticipated to remain with the new Buyer after the sale. The clientele will transition best to a CPA who has a strong background in Tax and is comfortable working with clients on all aspects of their business operations. The best Buyer for this firm will be someone who is hard working, diligent, responsible and has excellent follow up etiquette. This firm requires a CPA with extensive tax experience who is comfortable and experienced working with CFC’s. Practice currently uses Lacerte for tax preparation along with QuickBooks Online, Doc-it and Office 360. 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