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Listing Number Location Annual Gross Asking Price Status
CAN1226 Petaluma $238,968 $245,000 Sold


The seller has a financial planning component he plans to retain. If the buyer wants to lease the current space, an office sharing arrangement is possible and would be great for client retention. These are long time, somewhat older clients. There is a fair amount of Schedule C, D, and E's. About 25% of the clients use financial planning services that the seller plans to continue providing. Nearly all the clients come to the office for an annual tax interview. This practice will require an experienced tax professional who has a good personality. The hourly billing rate is $150 but work is usually not billed out by the hour. The current owner doesn't make a profit since he focuses on his financial planning business and utilizes a full staff for this practice - obviously a full time owner will have a net in line with industry standards.

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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