Carlsbad CPA Firm for Sale

CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, it can also be relocated or operated virtually. Approximately 93% of clients remit their documents to the office electronically while the remaining 7% mail-in or drop off. This firm consists of 2 partners who are both looking forward to retirement after a successful transition. One partner is willing to remain on staff to assist in return preparation on a part-time basis for the next tax season, if needed. Staff consists of 1 full-time office manager/accountant who would like to continue working after the sale. The gross revenue of $251k is derived from 97 Individual returns with an avg. fee of $818, plus 53 Entities with an avg. fee of $1,955 (see breakdown below), $54k in accounting income from 3 clients, tax consulting revenue of $8,543 and $5,456 of miscellaneous accounting. Software used includes Lacerte, QuickBooks, QBO and ShareFile. The clientele will transition best to an EA or CPA with an extensive background in tax and a deep understanding of accounting & balance sheets. The Buyer should be personable, willing to retain the office manager, and adept at working with local business owners as well as high net worth individuals, physicians, rental real estate, biotech and similar professions. 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