Del Mar Tax & Accounting Firm for Sale

Tax and Accounting firm for sale in Del Mar, CA. ref# DEL124. The Seller is looking forward to retirement but will make themselves available to ensure a smooth transition as client retention is very important, however they are not interested in staying on past the transition period. There are currently three full-time employees, two of which will stay after the sale. Approximately 10% of clients come in for an appointment, 30% will drop off, 20% mail-in while the remaining 40% will remit their documents electronically. The current office space is located in a Class A, upscale, professional building and is available to Buyer if desired. There is less than a year left of the current lease. Should the Buyer choose to relocate, it is advisable the new location should remain in the same affluent area to aid in client and staff retention. In 2023, the practice generated a gross revenue of $743k from 144 Individuals with an average fee of $2,539 and 76 Entities with an average fee of $1,917, with $96k in bookkeeping and $136k for other services provided which include tax planning, tax notices, misc. tax prep work, and amended returns. Practice currently uses Lacerte for tax preparation as well as QuickBooks and Timeslips. The clientele will transition best to a CPA who has high quality detailed workpapers and good people skills; someone who is technically proficient with a strong background in tax and accounting.

Much more information is available on the Practice Profile, including staff info. 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