|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4026||CA||Piedmont||$360,000||sold||Accounting & Tax Brokerage|
$500,000 - EA Firm for Sale in Piedmont, CA. This Virtual tax firm has been in business for over 27 years and the Sole-Practitioner Seller is looking forward to retiring. Gross revenue of approximately $360k is derived from 170 individual returns with an average fee of around $1,900 and 13 Entities with an average fee of around $2,100. Also included in 2021 gross revenue are 2 estate returns with an average of $1,200 and 2 gift tax returns with an average of $3,300. Firm uses CCHAxcess tax software for their clients and uses BNA to supplement. Because 100% of the clients send in their info via mail, email or electronic method, the practice is currently situated in a home office and can be moved to anywhere the Buyer desires. This is a great opportunity for an experienced EA or CPA who has a strong background providing income tax services to a solid group of clients varying from individuals to high-net-worth clients. Much more information is available on the Practice Profile. Much more information is available on the Practice Profile pdf. 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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