Huntington Beach CPA Firm for Sale

CPA firm for sale in Huntington Beach, CA. ref # HTB124. The Seller is looking forward to retirement but will be available to assist the Buyer with continued transition assistance as needed. This practice employs 2 PT and 2 FT employees, most of whom are likely to continue working after the sale, if needed. The Seller and Admin work in the physical office while all other employees work from the office 1 day a week during tax season and from home the rest of the time. The gross revenue of $457k is derived from 303 Individual returns with an avg. fee of $726 along with 93 Entities with an avg. fee of $1,565, plus $115k of income from write-up & payroll. This is a well-rounded firm providing typical accounting services such as monthly write-up, payroll, and tax return preparation for individuals and all entity types. Approximately 35% of clients request an appointment (a majority are via zoom/telephone and only about 10-20 physically in the office), 25% remit their documents electronically, while 20% drop-off, and 20% mail to the office. The office should remain local to the Huntington Beach region for clients who prefer to drop off documents or come in for an appointment. Ideally, a location with close freeway access in Huntington Beach or as far as South Long Beach/Los Alamitos/North Fountain Valley would also work. Practice currently uses Lacerte for tax preparation as well as Practice CS, CSA, Fixed Asset CS, TaxTools & SurePrep. The clientele will transition best to a CPA with a tax background and thorough understanding of 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