CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3767CASan Jose$216,075newAccounting & Tax Brokerage

$260,000 - Enrolled Agent Firm for sale in San Jose, CA. Gross Revenue of approximately $216k is broken down to 325 Individual tax returns with an avg. fee of $502, along with 30 business returns with an average fee of $1,057, Bookkeeping & Payroll revenue of $13,285 and $8k of consulting income. Owner is looking forward to retirement but is available to assist and provide a smooth transition to buyer. Practice has been in the same location for over 10 years and can be kept in its current location or moved to another office within the immediate area. The clientele will transition best to a local CPA or EA who will provide honest and excellent service to all the clients. Approx. 60% of clients prefer to schedule an appointment while the other 40% mail/email/upload/drop off their documents for return preparation & bookkeeping. Firm uses Proseries, Quickbooks and Payroll Mate, and staff will likely want to remain after the sale. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824.

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