|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|2984||CA||Bay Area - South Bay||$485,188||sold||Accounting & Tax Brokerage|
$645,000 - Enrolled Agent firm for sale in the North West area of the South Bay. Practice has been in business over 30 years and has a very loyal client base. Approximately 39% of clients schedule an appointment while 61% will drop off/email/upload/mail in their tax documents. Practice uses Drake along with quickbooks and CFS for 820 individual tax clients with an average fee of $460 and 77 entities with an average fee of $836. Additional revenue from Bookkeeping/Payroll/Tax Planning, etc totals about $43,000 per year. Revenue for 2019 is anticipated to be $500000.
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