Virtual – Cupertino

Virtual Tax firm for sale. ref# VIR223. NEW LISTING – This Practice generates gross revenue of $190k which is derived from approximately 305 Individual tax clients with an average fee of $495, along with 41 Entities with an average fee of $968. The firm currently maintains a physical location in Cupertino, but the clients can be managed from a virtual office, or physical location, anywhere in the US. There is 1 EA employee that may be available to the Buyer if tax preparation assistance is needed. The Seller is looking for an EA, CPA or CTEC with a background in tax to care for these clients long-term. This individual should possess excellent communication skills along with the ability to handle complex tax issues if they should arise. Practice uses ProConnect for income tax preparation along with typical office software. 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.

Price

$250,000

Status

Sold

Business Type

EA Firm

Gross Revenue

$190,592

Net + Discretionary

$102,592

Tax Prep Income

$190,592

Bookkeeping Income

N/A

Other Income

N/A

Individual Clients

305

Average Fee

$495

Entity Clients

41

Average Fee

$968

Revenue Breakdown

Entity Average Fee Breakdown:
1120 - 18 @ $981 avg. fee
1120S - 11 @ $1,048 avg. fee
1065 - 8 @ $815 avg. fee
1041 - 3 @ $995 avg. fee
990 - 1 @ $995 avg. fee

2023 Gross Revenue Estimate = $200,000

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.