Carson

EA firm for sale in Carson, CA. This firm was established by the Seller over 40 years ago and has been operating in its current location for the past 15 years. The current office space may be retained or, the firm can be relocated to another location. However, staying in the general area will greatly aid with client retention. Most income producing staff will remain after the sale if buyer desires. The firm has retained a long-term client base including many families that entail 3 generations of clients. Clients typically mail/email/drop-off documents for return completion and then follow-up with a review appointment to complete the return. The clientele will transition best to an EA or CPA who enjoys helping people and has an extensive background in tax. Firm generates gross revenue of $885k from 2,518 Individuals with an average fee of $320, plus 105 Entities with an average fee of $535 (additional breakdown below), and $20k of revenue from other tax related ancillary services. Firm uses Lacerte tax software for all individual and entity tax filings. Seller is looking for a CPA, or EA, with a background in tax who is personable and comfortable preparing all types of tax returns. 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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Price

$565,000

Status

Available

Business Type

EA Firm

Gross Revenue

$885,935

Net + Discretionary

$282,161

Tax Prep Income

$865,238

Bookkeeping Income

Other Income

$20,697

Individual Clients

2518

Average Fee

$320

Entity Clients

108

Average Fee

$535

Revenue Breakdown

Entity Average Fee Breakdown:
26 - 1120 @ $477 avg. fee
27 - 1120S @ $538 avg. fee
21 - 1065 @ $508 avg. fee
31 - 1041 @ $625 avg. fee
3 - 709 @ $267 avg. fee

Office is fully staffed
Not a franchise location
Most clients drop off, email or mail in documents for return preparation.
View Practice Profile pdf for additional information

Please complete the Buyer Profile and NDA to instantly receive additional information. Once the webform has been submitted you will be redirected to webpage where you can download the Practice Profile pdf for any practice(s) you are interested in. If you previously submitted a buyer profile and NDA with us you can resubmit to be added to our new download system, or contact us for the Practice Profile. You can come back anytime to log in with your username and password and download additional practice listings. Please contact us at (855) 428-2225 or via email at steve@atbcal.com.