Carlsbad CPA Firm for Sale - Business for Sale
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CPA Tax Practice in Carlsbad, CA
Carlsbad, CA, US
Added 2 months ago
CPA Firm / Tax Services
Under Contract
Established CPA firm in Carlsbad, California, providing tax preparation services for individual and business clients with a primarily electronic workflow.
Key Information
Asking
$155K
Revenue
$125K
Earnings
–
Multiple
–
Key Highlights
- The firm serves 148 total tax clients
- Client base includes approximately 133 individual Form 1040 clients with an average projected fee of $826, 9 S corporations, 3 partnerships, and 3 fiduciary returns with average fees of $1,030
- Approximately 72% of clients submit documents electronically, 16% drop off documents, 7% mail information, and 5% come in for appointments
- The practice is operated primarily from a home office, with a local Carlsbad workshare office used for client drop-offs, pick-ups, and limited appointments
Contact Info
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