EA firm for sale in La Habra, CA. This firm was established by the Seller over 25 years ago and has been operating in its current location for the past 19 years. The current office space may be retained or, the firm can be relocated to another location. However, staying in the general area will assist with client retention. Seller is looking forward to retirement but wants to help with transition and possibly continue bookkeeping if the buyer needs assistance. Firm generates gross revenue of $143k from 169 Individuals with an average fee of $325, plus 24 Entities with an average fee of $1,220 (additional breakdown below), and $56k of revenue from bookkeeping, limited payroll and other related tax services (additional info below). Practice uses Lacerte tax software for all individual and entity tax filings, CFS for payroll, and the desktop and online version of Quickbooks. Seller is looking for an EA or CPA with a background in tax who is kind, friendly and patient with clients. 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.
If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.