#5317 - Fairfield - CALIFORNIA

$125,000 - EA Firm for Sale in Fairfield, CA. This well-established firm is owned by an Enrolled Agent who is preparing for retirement and seeking a qualified Buyer. Ideally, the Seller would like to secure a successor before tax season to avoid working another busy season. While the Seller is unable to assist with tax preparation this coming season, the firm’s CTEC-licensed assistant is available to support the Buyer through 4/15 if additional preparation help is needed. This practice is built entirely on tax preparation services and has thrived through a strong reputation and long-standing client relationships, now serving second and third-generation families. The Seller’s top priority is finding a Buyer who will provide a stable home for the clients for years to come. Gross revenue of $129,000 is generated from 338 Individual tax returns with an average fee of $356, and 7 Trust returns averaging $1,300 each. The firm currently operates from a physical office in Fairfield, owned by the Seller. This location may be available to a Buyer who wishes to retain the space, though clients can be transitioned easily to another office in the area. Approximately 80% of clients drop off their documents, 10% come in for an appointment, 5% mail in, and the remaining 5% remit electronically. The practice employs one CTEC-licensed assistant who has supported the EA Seller and will remain available through 4/15 to help with transition and tax preparation as needed. The Seller is seeking an experienced EA, CTEC, or CPA with a strong background in tax. A Buyer who is ethical, customer-service oriented, and committed to client care will be the best fit for this long-standing practice. Practice currently uses Intuit Pro-Series for tax preparation along with Pro-Series DMS. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff and financials. For further information please contact us using the message form below. ATB, Inc. CA DRE 02002824