Santa Clara

Well established Enrolled Agent firm for sale in Santa Clara, CA. ref# SCL223. 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 $1,814,332 is derived from 846 Individual Returns with an avg. fee of $1,353, plus 362 Entities with an avg. fee of $1,587 and an additional $95k 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 2022 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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Business Type

EA Firm

Gross Revenue


Net + Discretionary


Tax Prep Income


Bookkeeping Income


Other Income

Individual Clients


Average Fee


Entity Clients


Average Fee


Revenue Breakdown

846 - 1040 @ $1,353 avg. fee
60 - 1120 @ $2,265 avg. fee
145 - 1120S @ $1,410avg. fee
112 - 1065 @ $1,566 avg. fee
20 - 1041 @ $1,562 avg. fee
8 - 990 @ $2.326 avg. fee
17 - 709 @ $547 avg. fee

Bookkeeping & Consulting $95,477

In addition to the Seller, there are 4 full-time employees and 4 part-time employees who may remain if the buyer desires.

99% of return review appointments are handled through Zoom. Firm provides Bookkeeping and Tax Services to multiple high net worth individuals and entities. Approximately 60%-70% of the firm’s clients are originally from outside of the United States and require FBAR and other foreign reporting.

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