Month: August 2019

Fullerton

$335,000 – New Listing.

Enrolled Agent Tax & Bookkeeping firm for sale in Fullerton. Practice revenue of $280k is approximately 50% tax and 50% bookkeeping. Practice currently uses ATX, Quickbooks & Medlin. There are approximately 335 individual tax clients with an average fee of $265 along with 144 entities with an average fee of $450 and 86 bookkeeping/Payroll/Sales Tax/Other Service clients (most on quarterly basis) with an average annual fee of $1,480/yr. Additional information will be updated when available. If you want to receive the practice profile as soon as we have all the financial data from the seller then please complete the Buyer Profile and NDA online.

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

Bay Area – South Bay

Enrolled Agent firm for sale in the North West area of the South Bay. Practice has been in business over 30 years and has a very loyal client base. Approximately 39% of clients schedule an appointment while 61% will drop off/email/upload/mail in their tax documents. Practice uses Drake along with quickbooks and CFS for 820 individual tax clients with an average fee of $460 and 77 entities with an average fee of $836. Additional revenue from Bookkeeping/Payroll/Tax Planning, etc totals about $43,000 per year. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Bay Area – East Bay

Bay Area – East Bay – $310,000

CPA Firm for sale in the East Bay. This practice is located in the Northern Coastal area of the East Bay. Practice currently uses Lacerte along with Quickbooks and Tax Tools for Tax & Accounting. Gross revenue of $278k is generated from 75% Tax Preparation and 25% Bookkeeping/Write up/Payroll. Firm currently prepares approximately 350 individual returns with an average fee of $400, and 130 Business/Entity returns with an average fee of $485. More information is available in the Practice Profile. Please complete the Buyer Info and NDA online and the Practice Profile will be emailed to you immediately after submission.

Please complete the Buyer Profile and NDA online, and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

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