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.

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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 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

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