Business Description

A well-established CPA firm in Encinitas, CA, is up for sale, catering to individual and entity clients with a gross revenue of $100k. The practice, established in 2002 and operated solely by the owner, is relocating within San Diego County due to the owner's retirement. Clients primarily interact via email or phone, with some preferring in-person meetings. An experienced EA or CPA knowledgeable in tax preparation and client communication is ideal for taking over the practice. The firm comprises 65 individual returns and 23 entity clients, with most clients submitting tax documents electronically. The Buyer should be competent in tax preparation and comfortable communicating with clients through various channels. Utilizing CCH Axcess for tax preparation, CCH Prosystems FX Planning, and QuickBooks, the firm requires a Buyer who is honest, personable, and technically adept. Detailed information is available on the Practice Profile, accessible after completing the Buyer Profile and NDA on the website at atbcal.com/buyer