• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via bookkeeping (30 clients) • Approximately 560 individual...

• The owner is an EA • This practice was established in 1987 • Software in use includes Lacerte & QuickBooks • Approximately $95,500 in annual revenue, via bookkeeping (120 clients) • Approximately 1,188 individual tax returns with an average fee of...

• The owner is a CPA • This practice was established in 1992 • Software in use includes Ultra Tax, Write-Up: CCH Engagement, Practice Mgmt: Thompson Reuters Practice  • Approximately $48,000 in annual revenue, via bookkeeping • Approximately 430...

• The owner is an EA • Clients can be serviced remotely • Seller prefers a buyer located in the greater San Francisco Bay Area • This practice was established in 1992 • Software in use includes Lacerte and Class • Approximately $15,000 in annual...

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice was established in 2007 • Software in use includes...

• The owner is a CPA • This practice was established in 1974 • Software in use – Lacerte, QuickBooks • Approximately $19,000 in revenue generated by Accounting Services • Approximately 175 Individual tax returns with an average fee of $892 per...

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll)  2024 revenue includes: • Approximately $81,000 in...