3950CASanta Clara$1,651,920availableAccounting & Tax Brokerage

$2,000,000 - Well established Enrolled Agent firm for sale in Santa Clara, CA. ref# SCL223. This firm was established in 1999 and has been in the same location for the past 6 years. Seller is looking forward to retirement but is available for transition assistance and as otherwise needed for a couple years. Firm operates using Lacerte for tax return preparation services in addition to QuickBooks and typical office programs. Gross Revenue of $1,814,332 is derived from 846 Individual Returns with an avg. fee of $1,353, plus 362 Entities with an avg. fee of $1,587 and an additional $95k of gross revenue from Bookkeeping and Consulting Services. Much more information is available on the Practice Profile including the 2022 P and L with Seller Discretionary items noted. Please complete the Buyer Profile and NDA on our website at and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824

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