CALIFORNIA

$525,000 - EA Firm for Sale in Arroyo Grande, CA. Firm consists of two Partners, one wishes to retire and the other is willing to continue working for the Buyer as needed. The Firm has been in the area for over 30 years and provides Tax, Bookkeeping and Payroll services to a loyal client base. Practice can be moved from it’s current location but should remain in the local region for the best client retention. Practice generates gross revenue of $537k from 420 Individuals with an average fee of $495, plus 168 Entities with an average fee of $804 (additional breakdown below), and $194k of revenue from Bookkeeping and Payroll services. Approximately 20% of clients like to come in for an appointment while 60% drop off, 10% mail and 10% remit electronically. Firm uses Lacerte, QuickBooks and CFS. Seller is looking for an EA or CPA with a background in tax who is community minded and easy for clients to relate with. 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.