St. Helena

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.

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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

Entity Tax Return Breakdown:
6 - 1120/1120S @ $1,213 avg. fee
1 - 1065 @ $905 avg. fee
12 - 1041 @ $744 avg. fee
6 - 990 @ $687 avg. fee

Practice can be moved within approx. 20 miles of St. Helena.

Firm is operated by Seller exclusively without staff.

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