$310,000 Revenue – Marin County Tax and Accounting Practice

Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and
profitable and has an outstanding reputation in the community. While helpful, a CPA license is not required (no
attestation work or peer reviews needed). The buyer of this firm will need experience in individual tax prep for
clients with trusts and equity compensation common with professionals at area tech firms. A good location and
high average fees make this a great firm for someone branching out on their own, or for an existing firm looking for
a nice roster of high-value clients.

Year Established: 2010

Reason For Sale:

Sellers are retirement age.

Training & Support:

The Seller is retiring, but is open to working for the buyer for a transition period of up through April 15th, 2027, of up to 20 hours a week at a negotiated rate.