CALIFORNIA

$165,000 - EA firm for sale in La Habra, CA. This firm was established by the Seller over 25 years ago and has been operating in its current location for the past 20 years. The current office space may be retained or, the firm can be relocated to another location. However, staying in the general area will assist with client retention. Seller is looking forward to retirement but wants to help with transition and possibly continue bookkeeping if the buyer needs assistance. Firm generates total gross revenue of $164k from 184 Individuals with an average fee of $378, plus 28 Entities with an average fee of $997 (additional breakdown below), and $69k of revenue from bookkeeping, limited payroll and other related tax services (additional info below). Practice uses Lacerte tax software for all individual and entity tax filings, CFS for payroll, and the desktop and online version of QuickBooks. Seller is looking for an EA or CPA with a background in tax who is kind, friendly and patient with clients. 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.