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Listing Number Location Annual Gross Asking Price Status
CAS1300 Mission Viejo $235,388 $299,000 Sold


This is primarily a tax practice (500+ returns) with probably a larger percentage of physicians than most practices, but a well blended group of clients overall.  Marketing consists of quarterly newsletters, email newsletter to clients, new homeowner direct mail, and Google ads.  Over 80% of the clients come to the office...the balance use our organizers and mail info.  During tax season, the seller averages over $300/hr.  The practice is well organized...almost all 1040 clients use the organizer.  This EA does offer investment services and many tax clients are investment clients.  Ideally, the seller would like to rent back the office from the new owner and refer new clients to him/her in the future and receive investment referrals from him/her.  The seller is also involved in real estate mortgages and some insurance.

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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