Ref. HZ-OA66VI · businessbroker · Services financiers · Construction / Rénovation · Comptabilité / Accounting
Well Established CPA Firm in SLO CA
Asking Price: Not Disclosed
63% complete
« no financial data provided by the source · data quality 37/100 · signals : LONG_TIME_ON_MARKET »
Description
The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued ex
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