Lucrative Bay Area CPA Practice Since 1961!

Business Overview:

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal investment for entrepreneurs or seasoned professionals looking to expand their portfolio with trusted clientele built over the years. Services offered: income tax preparation, individual, partnership, corporate, fiduciary trusts, financial statements and analysis, payroll, auditing and more >>

Contact the Seller:

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Property Features and Assets:

Mature practice (since 1961) Current owner for 4 years with loyal and diversified client base.

Market Competition and Expansion:

Practice provides very reliable, steady cash flow to enable buyer to service debt and still provide reasonable income.

With a history of successful financial management and tax services, this practice boasts high client retention rates, reflecting its strong market position. No in person meetings for 60% of tax clients.

Reason for Selling:

retirement. Kindly ask the seller for more information.

Additional Details:

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