CALIFORNIA

$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 atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824