San Jose – West

EA firm for sale in West San Jose. This firm was originally established 22 years ago and has been in the current location since. The Seller is looking forward to retirement but will provide transition assistance after the sale, and is willing to continue preparing tax returns, if needed, for the upcoming tax season. All clients will remit their documents by mail, electronically upload or drop off. Clients are very comfortable using technology. Gross revenue of $405k is all tax preparation service income and derived from approximately 330 Individual returns with an average fee of $1,124 along with 37 Entities with an average fee of $839 (see breakdown below) There is no current office lease to be assumed but the current office space may be retained if buyer needs a location, or the practice can be moved to buyers office. Firm uses Lacerte for all Individual and Entity tax filing. The clientele will transition best to an EA or CPA who possesses an in-depth tax background, pleasant demeanor, and the ability to communicate well with 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.

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Price

$530,000

Status

Available

Business Type

EA Firm

Gross Revenue

$405,373

Net + Discretionary

$300,273

Tax Prep Income

$405,373

Bookkeeping Income

Other Income

Individual Clients

333

Average Fee

$1,124

Entity Clients

37

Average Fee

$839

Revenue Breakdown

Entity Average Fee Breakdown:
1120S - 1 @ $1,800 avg. fee
1065 - 1 @ $500 avg. fee
1041 - 27 @ $963 avg. fee
709 - 8 @ $343 avg. fee

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.