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Seeking Senior Manager in Spokane. Spokane audit and tax firm seeking Big 10 trained senior manager to lead the firm into the future. Substantial GAAP/SEC experience a must to serve our public and private company clients, with an emphasis in manufacturing and natural resource industries. Opportunity for ownership and a great career in rapidly growing Spokane, WA. Majority shareholder is retiring, providing the right candidate a rare, short path to becoming an owner. Qualified inquiries only, please reply to Spokanecpa@hotmail.com Mergers & Sales

Considering Selling Your Practice? Consider all your options. We do the work. Confidential. We have buyers actively seeking practices. Call Mark Hause at (877) 345-7722 or visit our website at www.accountingpracticesales.com Accounting Practice Sales. We make dreams happen!

Pierce County Client List. Puyallup CPA firm seeks buyer to take over part of established practice. Owner looking to scale back existing practice. Great opportunity for a professional seeking to venture out on their own or for an existing firm to expand their practice. Contact cpataxes1120S@ gmail.com with inquiries.

IBA Sells Privately Held Companies. Do you represent a client who is ready to retire or has taken a company as far as they want to or can? IBA is the Pacific Northwest’s oldest business brokerage (M&A) firm. We are professional negotiators with over 4000 completed transactions. Please contact us if we can be of assistance at (800) 218-4422 or www.ibainc.com

CPA/Accountant To Share Office Space (Redmond) Older CPA looking for person with their own clients to share office space in exchange for assisting me in my tax practice. Experience with Pro/Fx CCh tax software needed. Convenient downtown location with ample parking. Opportunity for practice succession in the future. Contact Van Deming at van@demingandassociates.com or 425.883.2441. Situations Wanted

Office Space Office Space for Rent - Downtown Kirkland - Prime Location - New Build. Large office available for sublease with separate staff office, if needed. Available March 1. Easy access to 405, Kirkland Urban, and Transit Center. Parking available. Rent and duration to be negotiated. Call Annette Sager at (425) 495-2514.

Office space for Rent - S King/N Pierce Counties. Well located south King/north Pierce counties, Attractive and Reasonable. Contact Mark Freitax at markfccim@gmail.com or 206.947.3313.

Reception Details Coming Soon!

info@privatepracticetransitions.com or call 253.509.9224.

Profitable West Seattle Tax Practice: Private Practice Transitions is assisting a client, located in West Seattle, with the sale of a busy tax and bookkeeping firm. The firm’s service by revenue breakdown is 95% Tax Preparation, 4% Bookkeeping and Ancillary Services, and 1% Other. The firm has over 1,400 active clients and is completely turn-key and ready for new ownership. The firm is centrally located in a well-established, thriving market, and is poised for explosive growth. With average gross revenues over $350,000 in 2018, you don’t want to miss out on this great opportunity. Email info@privatepracticetransitions. com or call 253.509.9224. Profitable Seattle Tax & Bookkeeping Practice: Private Practice Transitions is assisting a client, located in Seattle, with the sale of a busy tax and bookkeeping practice. While Tax preparation accounts for about 42% of the firm’s business, 58% comes from Bookkeeping and other services. The firm is centrally located in a well-established, thriving market, and is poised for explosive growth under new ownership. The firm employs four staff, including the owner, in a fully furnished office and has just under 400 active clients. With average gross revenues over $520,000 the last two years (2017-2018), you don’t want to miss out on this amazing opportunity. Email Highly Profitable Seattle-Based Tax & Audit Practice: Private Practice Transitions is assisting a client in the Seattle area with the sale of a highly profitable, turn-key, private tax and audit practice. The service breakdown by revenue is 43% Tax Planning and Preparation, 35% Audit, 14% Accounting, Bookkeeping and Consulting, and 8% Other. The owners of the Practice also own their building and are open to selling it as part of the transaction, if desired. With last year’s gross revenues of over 2.4M, 10.7% year-overyear growth as compared to the previous year, and approximately 800 active clients, you don’t want to miss out on this exciting opportunity. Email info@privatepracticetransitions.com or call 253.509.9224. Established Pierce County Tax & Accounting Practice: Private Practice Transitions is assisting a client in Pierce County, WA with the sale of a profitable, turn-key, private tax and accounting practice. The service breakdown by revenue is approximately 57% Personal Tax Services, 32% Business Tax Services, 7% U.S. Tax Services, 3% Trusts & Estates, and 1% Other. The Practice is located in a ~1,900 square foot office building that is also available for sale, if desired. With average gross revenues of around $600,000 each year, you don’t want to miss out on this fantastic opportunity. Email “Listing #1036 – Established Pierce County Tax & Accounting Practice” to info@privatepracticetransitions.com or call 253.509.9224.

(WA 1143) Centralia/Chehalis/Olympia Area: This CPA tax practice is for sale. The firm revenues are 100% income tax preparation providing the opportunity to grow by either adding write up services or continuing the rapid growth experienced in tax services. The profit pf the practice is excellent with approx. 75% pf fees being realized by the owner. In addition, the fees are excellent and allow for this firm to fit nicely into any practice regardless of the size of the firm. The practice is an ideal opportunity for any individual or firm looking to start or expand a firm with little to no changes.

(WA 1142) Southwest Washington: This full service CPA practice with a small audit practice is for sale. The firm has focused on client service in all its years. As a result, all of the firm’s clients are the result of client referrals who make up a solid group of clients with little if any turnover. In addition, the firm has a balanced work load through the year to avoid the frantic pace some firms have during tax season. This management approach makes the work year and summertime enjoyable for all concerned. The profitability of this firm is excellent easily being in the highest percentile of comparable sized firms with fee averages well above the norm. This practice fits any number of potential buyers regardless of size and client composition who are looking for a solid and stable firm for a spring board to future growth.

(WA 1141) Seattle: This CPA practice is unique in that it provides a wide variety of governmental accounting and attestation services. These services include performance audits, attestation services, and internal control assignments. The firm is filled with many loyal clients with long term relationship who consistently utilize the professional services of the firm. Reflecting the commitment and desire to provide the best transition possible, the Seller’s are insistent on providing a hands-on transition for the Buyer of this excellent practice. This firm offers a unique opportunity for any practitioner or firm to immediately be a force in the arena of governmental accounting services. Any firm with experience working in this field of professional services will have an advantage in acquiring this practice.

(WA 1139) Bellingham/Ferndale Area: This EA firm located in a convenient location is for sale. The practice is composed of a broad range of clients whose returns contain a number of small businesses and rental activities. These clients require accounting services, tax planning, consulting, write up services, and tax preparation. The number of small business and rental activities also present any number of entity consulting opportunities which are vitally important in today’s tax environment. All these clients provide a continuous workload for all the year. This practice presents multiple opportunities for any business minded accountant or firm looking to grow their firm or an opportunity to move into ownership. SOLD

(WA 1138) Seattle-Financial District: This EA practice is 100% tax services with per return averages of approx. $1,500 per return for all professional services rendered. With the growth of the Seattle metro area, a high percentage of clients have opted to mail in their returns. As a result, the practice uses a home office and an office time share for its facilities. The result is a very reasonable charge for office facility expense. If desired, the office arrangements could be a more traditional in nature with an accompanying increase in monthly obligation for the increased office square footage. All of these qualities in this practice make for an excellent addition to any firm’s client base with excellent average fees that make this an easy decision.

(WA 1134) Port Orchard/Bremerton Area: This CPA practice has a nice balance of tax and write up services on an annual basis. The revenue breaks out 75% income tax and the balance being write up services. The firm has very good fee averages and a solid cash flow to the owner on a yearly basis. The practice, reflecting the desires of the owner, has a work life balance that many seek in the practice of accounting. Tax season is busy, but after the extensions are filed, the office can be handled with a 4 day work week that allows for family time or weekend excursions. The work life balance is reflective of the excellent staff that allows for worry free time out of the office. This practice with solid clients and an ever increasing book of business is a one of a kind opportunity for any professional or firm looking to add a quality branch to a thriving firm.

(WA 1133) North East Washington/ Stevens County: This CPA firm located in North East Washington is a tax and accounting practice with a small amount of write up during the year. The practice revenues consist of income tax preparation and consulting 97% and write up 3%. The firm’s fee structure is excellent with realization rates that are the equal of any firm regardless of size. The strength of the firm is found in the cash flow to the owner that is well above the norm reflecting the excellent management practices of the Seller. This firm is the perfect fit for a professional looking for an excellent opportunity coupled with a pace and style of life that is not big city. When combined with a Seller who seeks to provide a good transition, this firm provides opportunity that many seek but few find in moving to ownership.

(WA 1127) Vancouver: This CPA practice that focuses on the preparation of income tax returns is for sale. The firm’s revenue stream is almost all from the preparation of income tax returns with the exact percentage equaling 90%. The balance of the annual fees are earned from write up and payroll services which are approx. 10% of revenues. Reflecting a service commitment, the Seller is a very hands on in assisting clients in conducting their business affairs to minimize their tax burdens. The bulk of these clients are small business clients who require these services and consist of professionals of all types. With the elements of trust and accountability of the owner, this firm is a very solid practice with clients SOLD

(WA 1126) Island County: This well-established enrolled agent practice is for sale. The firm is well balanced with a tax practice that produces 75% of revenue and a write-up practice that generates the balance. The practice is well positioned for future growth due to having a solid staff serving long-term clients. The Seller is retiring but will be available to assist in transition. For any firm looking for a satellite office, an existing practice wishing to branch out, or an individual who has aspirations of getting out on their own, this practice is an excellent choice. The Seller, to assist in the sale, will consider financing the purchase of the practice provided the Buyer makes a substantial down payment and has excellent credit and collateral.

Annual Meeting June 4, 2020

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