North San Diego County Coastal, CA Practice Fact Sheet

North San Diego County Coastal, California
Supplied by New Clients, Inc.

Total Gross Income:

$639,600

Net Profit:

$197,600 with Owner add backs

Purchase Price:

$744,000 – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:

1991

Income Tax: *

*These totals include bookkeeping and payroll services/fees for certain clients.

Full-time Employees:

4 – This includes two owners who are willing to stay on as employees after the sale.

Part-time Employees:

3

Computer Software:

CCH Axcess Tax/Documents/Workstream & Billing; QuickBooks Desktop and QuickBooks Online; CFS Tax Tools

General description of clientele: 

Accounting services and tax preparation for business entities including Partnerships, LLCs, Trusts, S-Corporations, and C-Corporations. Practice does not perform attest work.

Tax preparation for individuals, many of which are affluent and require K-1s, multi-state filings, stock options, sole proprietorships.

Description of area: 

Office is in well maintained commercial office complex with free parking and close access to I-5. Location is an affluent suburban beach city in north San Diego County.

Approximately 30 minutes to downtown San Diego and 45 minutes to Orange/Los Angeles County area.

Seller is requesting the following additional information from buyer:

• Confidentiality Agreement
• Financial Statement

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