Pt. Richmond

EA Firm for Sale in Richmond, CA. The Seller of this 100% tax firm is looking forward to retirement but will provide transition assistance and could potentially assist with return preparation through the next tax season. Gross revenue of $158k is derived from 160 Individual returns with an average fee of $699 and 32 Entities with an average fee of $1,316 (See below for additional breakdown). Firm uses Ultra-Tax for all Individual and Entity tax filings along with Quickbooks and CS Professional Suite. Approximately 40% of the clients come in for a tax appointment while 60% will mail/drop off/upload their tax documents to the Seller. The firm can be moved from its current location but should remain close to West Contra Costa County. This firm is ideal for an EA or CPA who has a strong background in tax and working with small businesses. 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 preferences.

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Business Type

EA Firm

Gross Revenue


Net + Discretionary


Tax Prep Income


Bookkeeping Income

Other Income


Individual Clients


Average Fee


Entity Clients


Average Fee


Revenue Breakdown

Practice is 100% Tax Preparation with no significant bookkeeping or consulting income. There is $4,525 of additional income from QB & GL Review for a couple clients.

Entity Avg. Fee Breakdown
3 - 1120 @ $1,421 avg.
7 - 1120S @ $1,366 avg.
7 - 1065 @ $1,368 avg.
12 - 1041 @ $1,204 avg.
3 - 990 @ $ 1,423 avg.

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