CALIFORNIA

$259,000 - EA firm for sale in San Jose, CA. ref # SNJ124. This firm has been in the local area for over 30 years and the sellers are looking forward to retirement. Gross revenue of $234k is derived from approximately 153 individual returns with an avg. fee of $647, along with 24 Entities with an avg fee of $1,641, plus bookkeeping revenue of $96k. Approximately 58% of the clients drop-off their tax documents for return preparation, while 20% mail to the office, 16% remit everything electronically and the remaining 16% prefer to come in for an appointment. The clientele will transition best to an experienced EA, or CPA, who has a strong background in tax and accounting and will continue to provide all clients with personal attention. The firm employs 1 part-time office assistant who may be willing to stay after the sale, if needed. One Seller is also willing to continue working on a limited basis for up to 18 months if further professional assistance is needed. This Practice currently uses Lacerte, Quickbooks, CFS and Thompson Reuters ACS. 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 For further information please contact us using the message form below.