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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