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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