CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4168CABay Area Virtual$1,646,447availableAccounting & Tax Brokerage

$2,000,000 - Virtual Tax Firm for Sale currently located in the Silicon Valley region of the Bay Area. The firm is operated remotely from a virtual office but maintains a physical address in a co-working space. The practice has reached capacity for internal growth amongst the Sellers & staff and would like to find a firm that can continue to promote growth and break through the next ceiling. In addition to the 3 EA Sellers, the staff consists of 10 full-time employees as well as 1 part-time Bookkeeper. Because of the virtual infrastructure established by the Sellers, this firm could be owned and operated remotely. The employees currently work both from home and the co-working space as needed. This practice is a great opportunity for a firm looking to acquire and grow, or an experienced EA/CPA who has a strong background in scaling and/or operating a virtual firm. Firm generates gross revenue of approximately $1,650,000 from 837 individuals with an average fee of $910 along with 186 Entities (Breakdown below) with an average fee of $1,424 in addition to $568k of bookkeeping and $52k consulting work. Practice uses Lacerte tax software for individual and entity filings along with Karbon for workflow management and QuickBooks online for their accounting services. 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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