EA firm for sale in Oxnard, CA. This firm was established by the Seller in 2006 and has been operating in its current location for the past 3 years. The Seller is looking forward to retirement but is available to work on a part-time basis through next tax season and assist with client retention. The firm converted their office to a virtual setup previously but roughly 3% of the clients continue with an in-person appointment since the Seller has retained a physical office for staff. The remaining 97% of clients transmit their documents either electronically or by mail and this practice can be operated from almost any type of workspace in Southern California. Of the 97%, approximately 30% are handled remotely (physical papers are mailed in and/or signed by mail) and 70% are worked on an entirely virtual basis. The practice generates gross revenue of $351k from 208 Individuals with an average of $933, plus 70 Entities (see breakdown below) with an average fee of $2,248. The practice uses all hosted versions of Lacerte for tax preparation as well as SmartVault and QuickBooks. The clientele will transfer best to an experienced EA or CPA with a strong background in tax & accounting. This individual or company should excel with client communication and be able to convey their expertise. 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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