CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4317CASan Jose - West$405,373availableAccounting & Tax Brokerage

$530,000 - EA firm for sale in West San Jose. This firm was originally established 22 years ago and has been in the current location since. The Seller is looking forward to retirement but will provide transition assistance after the sale, and is willing to continue preparing tax returns, if needed, for the upcoming tax season. All clients will remit their documents by mail, electronically upload or drop off. Clients are very comfortable using technology. Gross revenue of $405k is all tax preparation service income and derived from approximately 330 Individual returns with an average fee of $1,124 along with 37 Entities with an average fee of $839 (see breakdown below) There is no current office lease to be assumed but the current office space may be retained if buyer needs a location, or the practice can be moved to buyers office. Firm uses Lacerte for all Individual and Entity tax filing. The clientele will transition best to an EA or CPA who possesses an in-depth tax background, pleasant demeanor, and the ability to communicate well 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.

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