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.
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.
