Well established Enrolled Agent firm for sale in Santa Clara, CA. This firm was established in 1999 and has been in the same location for the past 6 years. Seller is looking forward to retirement but is available for transition assistance and as otherwise needed for a couple years. Firm operates using Lacerte for tax return preparation services in addition to QuickBooks and typical office programs. Gross Revenue of $1,651,920 is derived from 882 Individual Returns with an avg. fee of $1,080, plus 388 Entities with an avg. fee of $1,289 and an additional $195k of gross revenue from Bookkeeping and Consulting Services. Please see breakdown below and in more detail on the Practice Profile. Much more information is available on the Practice Profile including the 2021 P&L with Seller Discretionary items noted. 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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