CALIFORNIA

$250,000 - Virtual Tax firm for sale. ref# VIR223. This Practice generates gross revenue of $190k which is derived from approximately 305 Individual tax clients with an average fee of $495, along with 41 Entities with an average fee of $968. The firm currently maintains a physical location in Cupertino, but the clients can be managed from a virtual office, or physical location, anywhere in the US. There is 1 EA employee that may be available to the Buyer if tax preparation assistance is needed. The Seller is looking for an EA, CPA or CTEC with a background in tax to care for these clients long-term. This individual should possess excellent communication skills along with the ability to handle complex tax issues if they should arise. Practice uses ProConnect for income tax preparation along with typical office software. Much more information is available on the Practice Profile, including staff info. 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