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.
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