Listing Number Location Annual Gross Asking Price Status
CAN1201 Pleasanton $265,399 $325,000 Sold


The client mix is mainly (55%) monthly write-up clients along with the related tax planning and preparation. 22% of the gross is made up of year-end clients serviced annually or when assistance is needed.  The consulting services relating to RS/FTB, etc are minimal. There hasn't been much of a marketing campaign but an aggressive marketing strategy would probably prove very effective. The practice has been in Pleasanton for more than twenty years and enjoys loyal clients. During the off season there is steady monthly income. The clients are mostly located in 580/680 corridor. New clients could come from local area plus anywhere in near East Bay Area. The current clients would probably like the new accountant to be in Pleasanton.

To obtain additional information on this practice go to Request More Information and register with broker. You can also be placed on a free listing notification list. Not all information is included above due to confidentiality concerns. The information is provided by sellers and has not been audited or verified by Accounting Practice Sales, Inc. or any of its independent brokers. Buyers are responsible for their own due diligence before buying any practice. Buying and operating a tax or accounting practice involves a certain amount of risk and requires business experience and professional skills.

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