Sherman Oaks

Sherman Oaks Partial EA Firm for Sale. Seller is looking forward to retirement and phasing out the practice over a few years. Gross revenue included in sale is $128k and derived from 31 Bookkeeping clients with an avg. fee of $2,946, plus 24 Entity tax returns, 2 Exempt Org’s and 10 Individuals. (see below for avg. fee and breakdown). The firm can be moved from its current location but should be kept in the general area, approximately 5% of clients drop off their information, 10% mail and 85% send tax data via email/upload/electronically. 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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Price

$160,000

Status

Available

Business Type

EA Firm

Gross Revenue

$128,346

Net + Discretionary

$128,346

Tax Prep Income

$37,015

Bookkeeping Income

$91,331

Other Income

Individual Clients

10

Average Fee

$799

Entity Clients

24

Average Fee

$1,148

Revenue Breakdown

10 - 1040 @ $799 avg.
24 - 1120/1120S/1065 @ $1,148 avg.
2 - 990 @ $740 avg.
31 - Bookkeeping Clients @ $2,946 avg.

Practice Profile pdf includes a list on page 3 that provides the Bookkeeping fee and Tax Return Fee per client. Bookkeeping is a mix of monthly and/or other periodic bookkeeping services along with annual fix-up or corrections to clients books.

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.