Sonoma County, CA Financial Services Businesses For Sale

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Santa Rosa CPA firm for sale
$425,000Cash Flow: $188,515
Santa Rosa CPA firm for sale

Santa Rosa, CA

CPA firm for sale in Santa Rosa. This practice currently generates approx. 350k of revenue from 340 individual tax clients with an average fee of $560+ and 90 entities with an average fee of $900+, along with bookkeeping and other service revenue of $70k. Firm currently sees 70% of clients for an appointment while 30% will mail/email/fax in their documents. Office currently uses Lacerte for tax preparation. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile and select the above practice to instantly receive more information. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

Santa Rosa, CA CPA Practice For Sale
$830,000
Santa Rosa, CA CPA Practice For Sale

Santa Rosa, CA

• The owner is a CPA • This practice was established in 1982 • Software in use includes Lacerte, Quickbooks, Office Tools Workspace, Smart Vault, Tax Tools • Approximately 23 bookkeeping clients, generating $102,725 in revenue • Approximately 578 individual tax returns with an average fee of $550 per return • Approximately 59 business tax returns with an average fee of $2,000 per return • Approximately 107 other tax returns with an average fee of $750 per return • $30,000 +/- revenue is generated via tax planning, business consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $265,000 • Lease expires in N/A. Seller owns building.

Santa Rosa Tax Practice For Sale
$175,000
Santa Rosa Tax Practice For Sale

Santa Rosa, CA

• The owner is a CTEC who is ready to retire. • This practice was established in 1993 • Approximately 1,301 individual tax returns with an average fee of $127 per return • Approximately 5 Entity tax returns with an average fee of $300 per return


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