San Jose

Enrolled Agent Firm for sale in San Jose, CA. Gross Revenue of approximately $216k is broken down to 325 Individual tax returns with an avg. fee of $502, along with 30 business returns with an average fee of $1,057, Bookkeeping & Payroll revenue of $13,285 and $8k of consulting income. Owner is looking forward to retirement but is available to assist and provide a smooth transition to buyer. Practice has been in the same location for over 10 years and can be kept in its current location or moved to another office within the immediate area. The clientele will transition best to a local CPA or EA who will provide honest and excellent service to all the clients. Approx. 60% of clients prefer to schedule an appointment while the other 40% mail/email/upload/drop off their documents for return preparation & bookkeeping. Firm uses Proseries, Quickbooks & Payroll Mate, and staff will likely want to remain after the sale.

Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.

Price

$260,000

Status

Available

Business Type

EA Firm

Gross Revenue

$216,075

Net + Discretionary

$150,658

Tax Prep Income

$194,820

Bookkeeping Income

$13,285

Other Income

$7,970

Individual Clients

325

Average Fee

$502

Entity Clients

30

Average Fee

$1,057

Revenue Breakdown

Business Entity Returns:
16 - 1120
12 - 1120S
2 - 1065

Bookkeeping Breakdown:
2 Monthly Bookkeeping Clients with a total annual fee of $5,700
3 Annual Bookkeeping Clients with a total Annual fee of $6,000
2 Payroll Clients with an average of 1 EE per payroll run with total Annual Revenue of $1,585

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.