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Oakland, California Practice Fact Sheet

Practice Fact Sheet:

Oakland, California
Supplied by New Clients, Inc.

Total Gross Income:


Net Profit:


Purchase Price:

$1,070,000 – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:


Accounting, bookkeeping, Compilations:

Monthly Clients: 20   included with annual clients
Annual Clients:  Average Fee:  Total: $197,915

Income Tax:

Individuals: 474 Average Fee: $1,060 Total: $431,543
Businesses: 135 Average Fee: $1,500 Total: $199,500

Other Services

Sales tax audits, tax consultation, planning   Total:$  17,500

Full-time Employees:  

3 during tax season and 2 off season

Part-time Employees:

2 during tax season and 3  off season

Computer Software:


Description of Area: 

Situated in downtown Oakland, Lake Merritt is situated in a mile.  IRS building is less than a mile.  Bart (Bay Area Rapid Transit) train station is within one short block.  Major Oakland downtown include commercial buildings including nearly 2000 new apartment units within walking distance.  A 700 unit, 40 story building completed for young professionals in the San Francisco Bay area are potential tax clients.

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.

Interested Parties Should Contact:

Bruce Clark


Bruce Clark, CEO
Author, NCI Effect, Explosive Client Growth Plan for Accountants and CPAs
Beyond the NCI Effect, Sales Strategies That Matter to Grow an Accounting Practice
Author of the ebook, The Seven Secrets to Selling Your Practice on Your Terms