Social Media Icons

Woodland Hills and San Gabriel

Practice Fact Sheet:

Woodland Hills and San Gabriel, California
Supplied by New Clients, Inc.

Total Gross Income:

$999,516

Net Profit:

$575,709

Purchase Price:

Call for details – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:

1993

Income Tax:

Individuals: 491 Average Fee: $ Total: $
Businesses: 206 Average Fee: $ Total: $
Other:  7 Average Fee: $ Total: $

Other Services

Payroll processing (80 clients)   Total:$  

Full-time Employees:  

1

Computer Software:

QuickBooks, Lacerte

Description of clientele: 

Portfolio of clients includes long-standing clients ranging from individual income tax clients to corporate clients (S Corp, C Corp, partnerships, etc.) seeking all other tax services (gifts and trusts, sales, payroll, corporate tax, and bookkeeping).  A portion of the clientele are Mandarin and Chinese speakers.  While the majority of clients are America, the practice also includes some clients from China, Taiwan and Canada.

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
1-856-304-1035
E-mail: bruce@newclientsinc.com

Sincerely,

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