CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3990CAPt. Richmond$158,548availableAccounting & Tax Brokerage

$190,000 - EA Firm for Sale in Richmond, CA. The Seller of this 100% tax firm is looking forward to retirement but will provide transition assistance and could potentially assist with return preparation through the next tax season. Gross revenue of $158k is derived from 160 Individual returns with an average fee of $699 and 32 Entities with an average fee of $1,316. Firm uses Ultra-Tax for all Individual and Entity tax filings along with Quickbooks and CS Professional Suite. Approximately 40% of the clients come in for a tax appointment while 60% will mail/drop off/upload their tax documents to the Seller. The firm can be moved from its current location but should remain close to West Contra Costa County. This firm is ideal for an EA or CPA who has a strong background in tax and working with small businesses. Much more information is available on 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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