Arroyo Grande

EA Firm for Sale in Arroyo Grande, CA. ref# ARG123. This firm consists of two Partners, one wishes to retire and the second is willing to continue working with the Buyer. The Firm has been in the area for over 30 years and provides Tax, Bookkeeping & Payroll services to a loyal client base. Practice can be moved from it’s current location but should remain in the local region for the best client retention. Practice generates gross revenue of $567k from 425 Individuals with an average fee of $536, plus 175 Entities with an average fee of $865 (additional breakdown below), and $190k of revenue from Bookkeeping & Payroll services. Approximately 20% of clients like to come in for an appointment while 60% drop off, and the remaining 20% will either mail-in or remit electronically. Firm uses Lacerte, QuickBooks and CFS. Seller is looking for an EA or CPA with a background in tax who is community minded, hard working, and easy for the clients to relate with. Seller will entertain all offers and is willing to carry financing based on offer terms, experience, background, and credit, with a suitable down payment. Much more information is available on the Practice Profile. Please log-in to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.

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Business Type

EA Firm

Gross Revenue


Net + Discretionary


Tax Prep Income


Bookkeeping Income


Other Income

Individual Clients


Average Fee


Entity Clients


Average Fee


Revenue Breakdown

Revenue by Entity Breakdown:
1120 - 50 @ $780 avg. fee
1120S - 50 @ $1,344 avg. fee
1065 - 30 @ $775avg. fee
1041 - 25 @ $496 avg. fee
990 - 20 @ $475 avg. fee

Bookkeeping & Payroll Revenue Breakdown:
40 - Payroll - Total Revenue = $50,000
8 - Monthly Bookkeeping - Total Revenue = $40,000
4 - Quarterly Bookkeeping - Total Revenue = $20,000
108 - Annual Bookkeeping/Adjustments (generally for return prep) - Total Revenue =$80,113

There are 3 Full-Time staff and 1 Part-Time staff in addition to the 2 Sellers.

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