Santa Ynez Valley

Tax & Bookkeeping firm for sale in the Santa Ynez Valley region. Firm revenue of $1,067,148 includes approximately 860 Individual tax clients with an average fee of $575 plus 268 Entity tax clients along with Bookkeeping and Consulting Services (see breakdown below). Gross revenue breakdown is roughly 76% Income Tax Preparation, 15% Bookkeeping and 9% Consulting. Firm uses Lacerte and sale includes all FF&E required for office operations. This practice is a great opportunity for an experienced EA or CPA who has a strong background in providing tax & bookkeeping services. Current staff is available and should be retained for best transition after close, plus both selling Shareholders are willing to stay and assist through transition as needed. 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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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

Number of Tax Returns Prepared:
866 - 1040 @ $574 avg. fee
21 - 1120 @ $983 avg. fee
83 - 1120S @ $1,277 avg. fee
30 - 1065 @ $1,198 avg. fee
85 - 1041
1 - 706
39 - 990
1 - 5500

For tax year 2020 the firm’s return included 342 Schedule C’s, 231 Schedule E’s, 11 Schedule F’s with avg. total income per client of $169k. Approx. 50% of individual returns were completed prior to 4/15 and 50% went on extension.

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