Piedmont

EA Firm for Sale in Piedmont, CA. This tax firm has been in business for over 27 years and the Sole-Practitioner Seller is looking to retire after a successful transition. Gross revenue of approximately $360k is derived from 170 individual returns with an average fee of around $1,900 and 17 Entities with an average fee of around $2,100. Firm uses CCHAxcess tax software. Practice is home based and can easily be moved to another location. Currently 100% of the clients send in their info via mail, email, or electronic method and the Seller doesn’t meet with any clients face-to-face. This is a great opportunity for an experienced EA or CPA who has a strong background providing income tax services to a solid group of clients varying from individuals to high-net-worth 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.

Price

$500,000

Status

Available

Business Type

EA Firm

Gross Revenue

$360,000

Net + Discretionary

$253,415

Tax Prep Income

$360,000

Bookkeeping Income

Other Income

Individual Clients

170

Average Fee

$1,900

Entity Clients

17

Average Fee

$2,135

Revenue Breakdown

170 - 1040 @ $1,900 avg. fee
11 - 1120S @ $25,300
2 - 1065 @ $2,000
2 - 706 @ $2,400
2 - 709 @ $6,600

Firm is currently home based and must be moved from it's current location. This Seller does not meet with any clients face-to-face and the clients are accustomed to submitting information via mail and electronic methods.

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.