CALIFORNIA

$250,000 - EA firm for sale in San Diego, CA ref# SDC123. This firm is well established in the community and has been in the same location for the past 50 years. The Seller has owned and operated the practice for the last 20 of those years and is now looking forward to retirement. The EA Seller is available to continue working for a couple of years, on a part-time or limited basis, to help with client retention and workload. During tax season, there is 1 seasonal contract admin from a temp agency that works 6 days a week for 5 hours a day. The Seller is willing to to take on this role and see clients during the tax season if it will help the Buyer. There is no other staff associated with the sale. Approximately 83% of clients drop off their tax documents for return preparation, while 5% like to come in for an appointment, 7% mail-in, and the remaining 5% remit electronically. The current office is likely available to the Buyer if they want to keep the practice in the same place, or the firm can be relocated to another location in the area. The Firm provides tax services to multiple individuals and entities in various industries with a couple in construction and food & beverage. The practice generates gross revenue $225k from 381 individuals with an average fee of $381, 54 entities with an average fee of $529, and $51k in bookkeeping, payroll and sales taxes. Firm currently uses Ultra Tax as well as QuickBooks. The clientele will transition best to an EA or CPA with a strong background in tax who is accurate, knowledgeable and personable. 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