CALIFORNIA

This tax practice has been in its current location since 2003. It has seen strong year to year growth the past several years and has very good fee averages on tax returns: 1040s average is $1,005; business tax return average is $1,336; and average on other returns is $772. There is a small percentage of revenue (5%) from a handful of non-tax preparation engagements. The seller is ready to retire from the industry, but will be available as needed to support the buyer in transition.

Tax software: Lacerte
Other software: Quickbooks

Please contact us if you would like to learn more about this opportunity. We have a detailed report you can review after signing a non-disclosure agreement.