CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4000CARocklin$245,453sale pendingAccounting & 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 atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824.

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