Well Established CPA Practice For Sale - Orange...

Anaheim, CA
Orange County


Asking Price: Annual Revenue:
$249,000 $288,277

Services: Financial, Accounting, Insurance


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RE: Well Established CPA Practice For Sale - Orange... Broker: Vince Castelluccio
License #: DRE #01801784
Owner Financing is Available!

Quick Facts

Asking Price: $249,000
Annual Revenue: $288,277
Net Profit: Not Disclosed
Cash Flow: $121,200
Total Debt: Not Disclosed
FF&E: ON REQUEST
Real Estate: Not Disclosed
Year Established: 2004
Employees: 3
BBN Listing #: 508538374
Broker Reference #: RIVERCA001-N1061

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Business Overview:

This CPA firm is well-known for its excellent customer service, fair pricing, and timely processing. This is a must-see practice with a substantial existing, loyal, and diverse client base with several years of repeat business and a high retention rate. With several hundred active clients, the firm was built on providing tax and accounting services to the local communities throughout Southern California which include many small & medium size organizations both profit and non-profit. Many of those services include Income Tax Preparation, Bookkeeping, Sales Tax and Payroll Returns, Consulting and more. Currently operated by a full-time owner and one to two employees, the firm is well-established and not only has substantial repeat business but also significant referrals from their satisfied clients. The time to buy is now before the next tax season starts. Confidentiality is vital, therefore potential buyers must be prepared to demonstrate financial capabilities and be prepared to sign an NDA Agreement to receive additional confidential information. To request more information, call or email Vince Castelluccio at 951-907-6320, v.castelluccio@sunbeltnetwork.com.

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Property Features and Assets:

Real Estate License ID: DRE #01801784

Reason for Selling:

Health Reasons

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

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