Citrus Heights, California Practice Fact Sheet

PRACTICE FACT SHEET: Citrus Heights, CA
Supplied by New Clients, Inc.

Purchase Price: $650,000 – Financing available to qualified applicants. Various programs available.  Call for details.

ACCOUNTING, BOOKKEEPING, COMPILATIONS

Monthly Clients: 43,  Avg Fee: $425,     Total: $191,110
Quarterly Clients: 1,  Avg Fee: $407,     Total: $407
Annual Clients: 10,    Avg Fee: $2500,   Total: $25,000

Income Tax:

Individuals: 600,                  Ave Fee: $335       Total: $201,374 (230 not billed for 2017)
Businesses, S Corps: 107,  Avg Fee: $855       Total: $91,552
Partnerships: 22,                 Avg Fee: $728       Total: $7,907  (10 extensions not billed)
Other: 65,                              Ave Fee: $636       Total: 41,375

Total Gross Income: $582,023

Full-time Employees: 3
Part-time Employees: 2

Description of clientele:  Small business bookkeeping, and individual, nice people who look for us to keep them safe from the IRS and pay as little tax as possible.  Many are successful, some are struggling. We have a good number of mail in information for tax prep. We have acquired 2 practices over the years.

Seller is requesting the following additional information from buyer:

Interested Parties Should Contact:
Todd Steinberg
1-800-338-0778
E-mail: [email protected]

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.

Sincerely,

Todd Steinberg
Executive VP of Sales & Marketing