CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4375CASan Francisco$221,000sale pendingAccounting & Tax Brokerage

$250,000 - EA practice for sale in San Francisco, CA. Seller is available to provide transition assistance after the sale but is not able to devote significant time this coming tax season. Gross revenue of $221k is derived from approximately 202 Individual returns with an average fee of $887 along with 28 Entities with an average fee of $835, in addition to tax planning, prior year returns and other tax related services. Approximately 94.5% of clients will remit their tax documents electronically or mail to the office, while 5% will drop off their information and .5% like to come in to the office for an appointment. The current office space is available to lease or the practice can be moved from its current location. There are 2 part time tax preparer employees, and a part time operations manager, who are willing to remain on staff and assist the buyer or for transition purposes. The clientele will transition best to an EA or CPA with a background in tax and bookkeeping who is comfortable working with multiple individuals and small business owners. Practice currently uses Lacerte for tax preparation along with Lacerte DMS and QuickBooks. 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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