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Berkeley/Walnut Creek area, California Practice Fact Sheet

Practice Fact Sheet:

Berkeley/Walnut Creek area, California
Supplied by New Clients, Inc.

Total Gross Income:


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:


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:


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

Chris Clark
Practice Sales Specialist