CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4278CACarson$885,935newAccounting & Tax Brokerage

$565,000 - EA firm for sale in Carson, CA. This firm was established by the Seller over 40 years ago and has been operating in its current location for the past 15 years. The current office space may be retained or, the firm can be relocated to another location. However, staying in the general area will greatly aid with client retention. Most income producing staff will remain after the sale if buyer desires. The firm has retained a long-term client base including many families that entail 3 generations of clients. Clients typically mail/email/drop-off documents for return completion and then follow-up with a review appointment to complete the return. The clientele will transition best to an EA or CPA who enjoys helping people and has an extensive background in tax. Firm generates gross revenue of $885k from 2,518 Individuals with an average fee of $320, plus 105 Entities with an average fee of $535, and $20k of revenue from other tax related ancillary services. Firm uses Lacerte tax software for all individual and entity tax filings. Seller is looking for a CPA, or EA, with a background in tax who is personable and comfortable preparing all types of tax 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.

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