CALIFORNIA

$350,000 - EA firm for sale in Burbank, CA. ref# BUR124. The firm was established by the Seller in 2000 and has been operating in the same location ever since. The Seller is looking forward to retirement, but is available to work with the Buyer, on a part time basis, for up to 1 year . The gross revenue of $297k is derived from 444 Individuals with an average fee of $400, plus 76 Entities with an average fee of $744, along with an estimated $64k for bookkeeping and payroll services. Approximately 10% of clients remit everything electronically, while 15% of clients drop off, 15% mail-in, and the remaining 60% prefer an in-person appointment. Approximately 10% of clients file a Schedule C, 10% file a Schedule E, 10% file an E p2, and 30% file a Schedule D. In addition to the EA Seller, there is an office manager who would also consider working part time after the sale for up to 1 year, if needed. The practice uses Lacerte for tax preparation and QuickBooks for bookkeeping and payroll. 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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