4000CARocklin$245,453soldAccounting & Tax Brokerage

$250,000 - EA Firm for Sale in Rocklin, CA. The Seller of this full service tax & bookkeeping firm is looking forward to retirement after a successful transition. Seller is very motivated and available to assist buyer as needed. Firm gross revenue of $245k is derived from approximately 349 individual clients with an average fee of $439 and 75 entities with an average fee of $898, in addition to $19k in bookkeeping/accounting fees and $5k in other income. Approximately 70% of clients like to come in for an appointment while the other 30% will provide their documents in various other ways. Firm can be relocated to another office in the area but it can’t be converted to a virtual firm immediately or moved out of the region. This firm is ideal for an EA or CPA who is personable and has a background in tax working with multiple individuals and entities. Much more information is available on the Practice Profile. 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.