EA Firm for Sale in St. Helena, CA. This tax firm has been in business, and in the Napa region, for over 30 years. The Enrolled Agent Seller is looking forward to retirement and hopes to find a good home for all the clients. This firm will need to be relocated as the Seller currently utilizes an office that will not be assumable by the Buyer. However, the location should be kept within about 20 miles for best client retention purposes. Gross revenue of $116k is derived from 246 Individual returns with an average fee of $342 and 25 Entities with an average fee of $850, in addition to some bookkeeping (See below for additional revenue breakdown). Firm uses UltraTax & ProSystems along with QuickBooks. This firm would be ideal for a friendly EA or CPA who is committed to providing quality service to the clients. Ideally this individual would have a strong background in tax and experience preparing all types of individual and entity returns. 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.
If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.