Carlsbad CPA Firm for Sale - Business for Sale
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Carlsbad CPA Firm with Tax Client Book
Carlsbad, CA, US
Added 1 month ago
Financial Services - CPA Firm
Established CPA firm in Carlsbad, California providing tax preparation services to 148 clients, primarily operated from a home office with a local workshare office for client interactions.
Key Information
Asking
$155K
Revenue
$125K
Earnings
–
Multiple
–
Key Highlights
- Established CPA firm for sale in Carlsbad, California
- Client base includes 148 total tax clients: 133 individual Form 1040 clients (average projected fee $826), 9 S corporations, 3 partnerships, and 3 fiduciary returns (average fee $1,030)
- Approximately 72% of clients submit documents electronically, 16% drop off, 7% mail, and 5% attend appointments
- Practice uses Lacerte for tax preparation and operates primarily from a home office with a local workshare office for client interactions
Contact Info
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