Practice for Sale

State: California - Southern

County: Orange

City: Costa Mesa

Status: Sold

Annual Gross:  $545,000

This boutique Orange County CPA practice caters to high net worth individuals with multiple real estate investments, businesses and trusts. The practice has a unique structure whereby the seller’s staff serve as a Family Office and outside CFO for these large clients, allowing the seller to focus on tax and estate planning and tax preparation. The practice enjoys premium billing with average fees for 1040s and 1120/1120S of $2,974 and $4,732 respectively. Seller wants to retire but will be available to assist in a smooth transition.

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