Irvine CPA Firm for Sale

CPA Firm for sale in Irvine, CA. – ref# IRV124. The Seller is looking forward to semi-retirement but will be available to assist with a smooth transition process as well as be available for questions, on an as needed basis, after the transition. There are no additional staff included in the sale. Approximately 2% of clients come in for an appointment, 8% will drop off, 70% mail-in while the remaining 20% will remit their documents electronically. The current office space will not be available to the Buyer. For best client retention, retaining an office in Orange County is a necessity. The Seller will not consider a Buyer who will not have a physical Orange County location after the sale. In 2023, the practice generated a gross revenue of $161k from 43 Individuals with an average fee of $722 and 44 Entities with an average fee of $1.074 in addition to Accounting & Bookkeeping revenue related to individual and entity tax work of $82k. Practice currently uses Lacerte for tax preparation as well as QuickBooks. The clientele will transition best to an experienced CPA with an extensive background in tax & accounting, especially in trusts.

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