Orange County

EA Firm for sale in Orange County, CA. This firm is currently operated out of Mission Viejo, but was previously in Newport Beach and the Seller believes the clients can be serviced remotely anywhere from South Los Angeles County to Orange County. These clients are accustomed to uploading their tax documents to the Seller and then receiving a Zoom or phone conversation to complete the return. This is a 100% tax partial practice for sale which includes 355 Individuals with an average fee of $499 for total gross revenue included in the sale of $176,925. Firm uses Lacerte. 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.

Price

$230,000

Status

Available

Business Type

EA Firm

Gross Revenue

$176,925

Net + Discretionary

$176,925

Tax Prep Income

$176,925

Bookkeeping Income

Other Income

Individual Clients

355

Average Fee

$499

Entity Clients

Average Fee

Revenue Breakdown

100% Individual Tax Clients with an average fee of $499.

Seller states all clients can be serviced remotely, but the clients would be most comfortable and transition best to someone who is in the region.

Approximately 90% of these clients have their returns complete by 4/15 and 10% will go on extension.

Most clients include W-2 income, Investment income and Itemizations.

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.