CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4143CAGlendale$473,872newAccounting & Tax Brokerage

$550,000 - EA Firm for Sale in Glendale, CA. This boutique tax firm has been in business for over 30 years and the Enrolled Agent Seller is looking forward to retirement. The practice must be moved from it’s current location but clients will transition best if the firm remains, or retains an office in, the Glendale area. Gross revenue of $473k is derived from 211 Individual returns with an average fee of $882 and 187 Entities with an average fee of $1,325 in addition to some bookkeeping. Firm uses ProSeries tax software along with QuickBooks, Open Office and IBM Notes to supplement. Approximately 1% of the clients come in for an appointment, 4% drop-off, 15% mail in and 80% use electronic delivery methods. This firm would be ideal for an experienced EA or CPA who has a strong background in tax and experience providing tax services to all types of 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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