SOLD JANUARY 2025 – EA firm for sale in San Jose, CA. ref # SNJ124. This firm has been in the local area for over 30 years and the sellers are looking forward to retirement. Gross revenue of $234k is derived from approximately 153 individual returns with an avg. fee of $647, along with 24 Entities with an avg fee of $1,641, plus bookkeeping revenue of $96k (see breakdown below). Approximately 58% of the clients drop-off their tax documents for return preparation, while 20% mail to the office, 16% remit everything electronically and the remaining 16% prefer to come in for an appointment. The clientele will transition best to an experienced EA, or CPA, who has a strong background in tax & accounting and will continue to provide all clients with personal attention. The firm employs 1 part-time office assistant who may be willing to stay after the sale, if needed. One Seller is also willing to continue working on a limited basis for up to 18 months if further professional assistance is needed. This Practice currently uses Lacerte, Quickbooks, CFS & Thompson Reuters ACS. Much more information is available on the Practice Profile, including the prior year P&L. 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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