SOLD JANUARY 2025 – EA Firm for Sale in Arroyo Grande, CA. ref# ARG124. 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 retain a physical presence in the local region for the best client retention. Practice generates gross revenue of $658k from 417 Individuals with an average fee of $671, plus 176 Entities with an average fee of $1,281 (additional breakdown below), and $153k of revenue from Bookkeeping & Payroll services. Approximately 10% of clients like to come in for an appointment while 60% drop off, and the remaining 30% 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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