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Details - Information last confirmed on February 10, 2021

CPA firm for sale in the Santa Ynez Valley region. Firm revenue of $1,004,352 includes approximately 835 Individual tax clients and 281 Entity tax clients along with Bookkeeping and Consulting Services. Gross revenue breakdown is roughly 82% Income Tax Preparation, 13% Bookkeeping and 5% Consulting. Frim uses Lacerte and sale includes all FF&E required for office operations. Current staff should be retained after close and both Selling Shareholders are willing to stay through transition as needed.

Much more information is available in the practice profile. Contact us to learn more about this firm for sale.

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