Category: Southern California

Brea

Brea Tax & Financial Firm for Sale – $540,000

Enrolled Agent Tax & Financial Firm for Sale in Brea, CA. Practice currently uses Lacerte to prepare approximately 600 Individual income tax returns and 40 entities. Practice Revenue is derived from 41% Tax Preparation Services and 59% Financial Services. Practice currently operates at a 70%+ profit margin.

Please complete the Buyer Profile and NDA online and select the above practice to instantly receive more information. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

 

 

 

Rialto

$225,000

Enrolled Agent firm for sale in Rialto. This established Tax firm currently uses Drake software for tax filings. Practice revenue is derived from approximately 1500 individual and entity tax clients. Approx. 95% of clients come in for an appointment and 5% mail-in or drop off their documents.

Please complete the Buyer Profile and NDA to instantly receive the Practice Profile. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

Morro Bay

$22,000

Enrolled Agent firm for sale in Morro Bay. This Tax & Bookkeeping firm currently uses Lacerte for individual and entity filings. Practice consists of approximately 50 tax clients with an average fee of $312 and one monthly bookkeeping client. Office is currently home based and would be a perfect addition to any firm in the area.

Please complete the Buyer Profile and NDA to instantly receive the Practice Profile. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

Riverside

Riverside Mission Inn&Mountains

$325,000

Tax & Bookkeeping firm in Riverside, CA for sale. This EA firm has been in business for over 40 years and the seller is ready for retirement. Practice currently uses Drake for tax preparation and Intuit products for Payroll and Bookkeeping. Practice revenue is derived from; approximately 1,000 individuals with an average fee of $206, 26 entities with an average fee of $450, Payroll service revenue of  $35,000, and bookkeeping/consulting revenue of $24,000.

Please complete the Buyer Profile and NDA to instantly receive the Practice Profile. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile.

 

Powered by WordPress & Theme by Anders Norén