{"id":10710,"date":"2024-03-20T15:51:35","date_gmt":"2024-03-20T22:51:35","guid":{"rendered":"https:\/\/www.atbcal.com\/?p=10710"},"modified":"2024-05-02T14:47:16","modified_gmt":"2024-05-02T21:47:16","slug":"escondido-2","status":"publish","type":"post","link":"https:\/\/www.atbcal.com\/escondido-2\/","title":{"rendered":"Escondido"},"content":{"rendered":"\n<p>EA firm for sale in Escondido, CA. <strong>ref# ESC124.<\/strong> The Seller is very much looking forward to retirement but will stay on a limited basis to ensure a smooth transition. In addition to the EA Seller there is 1 part-time staff member who will not stay after the sale. Approximately 30% of clients will come in for an appointment, 20% will drop off, 30% mail-in while the remaining 20% will remit their documents electronically. The current office space is located on the 2nd floor of a professional office building situated near downtown Escondido with a lease ending on 12\/31\/24. The space and expenses are currently shared, with each tenant paying half. After the lease ends, the office can continue to be shared, if the Buyer is interested or, the other tenant will move to a separate space. If the office is not retained by the Buyer, keeping a location within the area around Escondido (between San Marcos, Scripps Ranch and Valley Center) is ideal for client retention.<strong> <\/strong>In 2023, the practice generated a gross revenue of $162k from 375 Individuals with an average fee of $344 and 24 Entities with an average fee of $510 (see breakdown below), with $20k in bookkeeping which include payroll services provided. Practice currently uses Drake for tax preparation as well as QuickBooks and TAME Software. The clientele will transition best to an EA or CPA with a strong background in tax &amp; accounting, should be able to communicate clearly and will be willing to assist with financial guidance, both personal and professional. Much more information is available on the Practice Profile. Please <a href=\"https:\/\/www.atbcal.com\/login\/\">log-in<\/a> to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>If you don\u2019t have an account please complete the&nbsp;<a href=\"https:\/\/www.atbcal.com\/buyerprofile\/\" target=\"_blank\" rel=\"noreferrer noopener\">Buyer Profile and NDA&nbsp;<\/a>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\u2019ve 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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>EA firm for sale in Escondido, CA. ref# ESC124. The Seller is very much looking forward to retirement but will stay on a limited basis to ensure a smooth transition. In addition to the EA Seller there is 1 part-time staff member who will not stay after the sale. Approximately 30% of clients will come [&hellip;]<\/p>\n","protected":false},"author":63,"featured_media":10717,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_arcd_sj_upload_link":"","_arcd_sj_progress_meter_stage":"0","_arcd_sj_progress_meter_stage_list":"[\"Listing Agreement \",\"Building Practice Profile\",\"Additional Information Needed - Check email or contact ATB\",\"Advertising & Marketing\",\"Buyer Introductions\",\"Requesting Offers (LOI)\",\"LOI Accepted\",\"Pre-Closing\",\"Due Diligence\",\"Purchase Agreement Signed\",\"Closing\",\"Sold\"]","_arcd_sj_buyer_list":"[]","_arcd_sj_document_list":"[{\"name\":\"Seller Financial Disclosure\",\"due\":\"2024-03-26\"},{\"name\":\"P&L - YTD & Prior 2 Years\",\"due\":\"2024-03-26\"},{\"name\":\"Any Other Revenue Reports\",\"due\":\"2024-03-26\"},{\"name\":\"Business Tax Returns - Prior 2 Years\",\"due\":\"2024-03-26\"},{\"name\":\"Revenue by Month - Prior 36 Months\",\"due\":\"2024-03-26\"}]","_arcd_sj_seller_info":"{\"firstName\":\"\",\"lastName\":\"\",\"email\":\"\",\"userId\":0}","footnotes":""},"categories":[5,8,12],"tags":[],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts\/10710"}],"collection":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/users\/63"}],"replies":[{"embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/comments?post=10710"}],"version-history":[{"count":2,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts\/10710\/revisions"}],"predecessor-version":[{"id":10920,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts\/10710\/revisions\/10920"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/media\/10717"}],"wp:attachment":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/media?parent=10710"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/categories?post=10710"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/tags?post=10710"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}