New Clients, Inc.Berkeley/Walnut Creek area, California Practice Fact Sheet
Practice Fact Sheet:
Berkeley/Walnut Creek area, California
Supplied by New Clients, Inc.
Total Gross Income:
$395,000
Net Profit:
$272,172 with Owner Add Backs
Purchase Price:
$475,000 – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
1990
Accounting, bookkeeping, Compilations:
Income Tax:
| Individuals: 233 | Average Fee: $1,167 | Total: $272,000 |
| Businesses: 43 | Average Fee: $1,232 | Total: $ 59,000 |
| Other: 23 | Average Fee: $1,956 | Total: $ 45,000 |
Other Services
| Minor bookkeeping clients | Total:$ 8,000 |
| Hourly billings | Total: $ 11,000 |
Part-time Employees:
2
Computer Software:
Pro Series for Individuals, Lacerte for entities, QuickBooks for bookkeeping
Description of Clientele:
Affluent taxpayers. Issues involve K-1s, multi-state filings, 1031 exchanges, QOFs, stock options, trusts, small business stock.
Description of Area:
Practice is located in a small suburban city in the East Bay of San Francisco. It is a community of affluent families with superior schools. It has a vibrant main street. It is easy proximity to San Francisco and UC Berkeley.
Seller is requesting the following additional information from buyer:
Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.
For more information please contact:
Chris Clark
Practice Sales Specialist
New Clients Inc.
Cell phone: 856-404-0949
chrisclarknci@gmail.com
Sincerely,
Chris Clark
Practice Sales Specialist
