Westlake Village

EA firm for sale in Westlake Village, CA., ref#WLV223. This firm was established in 2004 and currently operates out of the Seller’s home office. The office needs to be moved since the practice is currently home based and the Seller believes that anywhere ins the Ventura/Los Angeles or Canyon County regions would work well for the clients. The Seller is looking to reduce their workload in anticipation of retirement, but is available to assist the Buyer this upcoming tax season. Firm is currently operated by the Seller with no additional staff. Gross revenue of $92k is derived from 103 Individual tax returns with an average fee of $510 plus 12 Entity returns with an average fee of $1,485 and $22k of monthly & quarterly Bookkeeping & Payroll. Practice currently uses ProSeries for tax preparation as well as QuickBooks, QuickBooks Online & SmartVault. The Seller is looking for an experienced EA or CPA with a strong background in income tax preparation. 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

$110,000

Status

Sold

Business Type

EA Firm

Gross Revenue

$92,551

Net + Discretionary

$81,442

Tax Prep Income

$70,371

Accounting Income

$22,180

Other Income

Individual Clients

103

Average Fee

$510

Entity Clients

12

Average Fee

$1,485

Revenue Breakdown

12 Entity Returns with an Avg. Fee of $1,485
1 Quarterly Payroll Only Client with an Avg. Fee of $1,000
4 Monthly Bookkeeping & Payroll Clients with an Avg. Fee of $5,295/yr

No Employees - Seller operated
Home Office Based and Must be moved.

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.