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Ref Location Annual Gross $ Status Private sale/Name of broker
1567 San Francisco $64,000 Sold Private Sale

For sale is a very well established Tax Preparation business with a highly visible storefront, in a vibrant neighborhood in San Francisco (Lower Pacific Height neighborhood.) The practice has been continuously operating for more than 35 years. The surrounding area is becoming increasingly popular. So with proper capacity, the firm should have plenty of room for growth. We are near big employers like the Kaiser Medical Center and UCSF Mount Zion Medical Center. Firm is currently managed by an Enrolled Agent (one of the owners.) We also have experience training preparers who did not previously had tax preparation background. Everything is in place for turn key operation. Current revenue is almost entirely derived from tax preparation service -- and it is the part that being offered for sale. We have a strong season for extended returns. The main office is open year-round. Revenue continues to come in after April, from later filers, and business returns. Annual Revenue: approximately $65,000. Practice consists of approximately 250 individuals and 12 entities. One to and one and a half months of practice training and familiarization at not cost to buyer, if desired. Principal can also stay on-board with prevailing market salary for transition purposes for another year, if buyer chooses so and the wages are agreed upon. Too much detail to list. Contact us today and we'll answer all your questions!

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