CALIFORNIA

$1,295,000 - EA firm for sale in San Diego, CA. ref# SDC224. This Mission Valley firm has been in business for over 40 years and the Sellers are looking to work less in anticipation of retirement. Out of the 3 Sellers, there are 2 who will continue working after the sale (see practice profile for details), in addition to 2 full-time and 2 part-time employees. Approximately 75% of the clients like to come in for an appointment while 10% mail-in their tax documents, 10% remit electronically, and the remaining 5% drop off. In 2023, the practice generated a gross revenue of $1,162,000 from 749 Individuals with an average fee of $750 plus 217 Entities with an average fee of $1,175. Revenue also includes $202k in bookkeeping, $104k from payroll services, and $39k in consulting/1099’s/Prop Tax/Tax Planning. Practice uses Lacerte for tax preparation as well as QuickBooks, QBO and QB Payroll. The clientele will transition best to an EA or CPA with heavy tax experience along with an in-depth working knowledge of proper accounting methods 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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