Sacramento, California Practice Fact Sheet

Supplied by New Clients, Inc.

Purchase Price: $1,020,000 – Financing available to qualified applicants. Various programs available.
Call for details.


Monthly Clients: 11, Avg Fee: $22,085, Total: $242,936
Quarterly Clients: 19, Avg Fee: $7,475, Total: $142,000
Annual Clients: 14, Avg Fee: $7,631, Total: $106,837

Income Tax:

Individuals: 289 Avg Fee: $791 Total: $228,778
Businesses: 63 Avg Fee: $548 Total: $34,546
Other (trusts estates & nonprofits): 31 Avg Fee: $1,556, Total: 60,680

Other Services: Advisory/Consulting is included in the tax & accounting service
Payroll service is minimal & included in accounting

Total Gross Income: $815,777

Description of area: Our clients are primarily in the Sacramento metropolitan area and northern California. However, when clients move to other states and countries, they often remain our clients.  Some of our clients have income in multiple states and jurisdictions.

Description of clientele: Our business clientele is approximately 80% medial and professional practices with the remaining 20% a mixture of various small business and nonprofit organizations.  We do accounting and tax work for estates and trusts. Our individual clients include many of the partners, owners and officers of our business clients plus friends and relatives. In addition, we have tax and advisory individual clients not related to the business. Many of our clients are high-income or high-net-worth individuals and may have income in many states and jurisdictions.

Other Information: Firm emphasis is on acquiring business clients. Many individual clients flow from our business clients. 

Seller is requesting the following additional information from buyer:

Interested Parties Should Contact:
Todd Steinberg
E-mail: [email protected]

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.


Todd Steinberg
Executive VP of Sales & Marketing