|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4145||CA||St. Helena||$116,436||on hold||Accounting & Tax Brokerage|
$125,000 - EA Firm for Sale in St. Helena, CA. This tax firm has been in business, and in the Napa region, for over 30 years. The Enrolled Agent Seller is looking forward to retirement and hopes to find a good home for all the clients. This firm will need to be relocated as the Seller currently utilizes an office that will not be assumable by the Buyer. However, the location should be kept within about 20 miles for best client retention purposes. Gross revenue of $116k is derived from 246 Individual returns with an average fee of $342 and 25 Entities with an average fee of $850, in addition to some bookkeeping. Firm uses UltraTax and ProSystems along with QuickBooks. This firm would be ideal for a friendly EA or CPA who is committed to providing quality service to the clients. Ideally this individual would have a strong background in tax and experience preparing all types of individual and entity returns. 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.