SOLD February 2026 – 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 & financials. Please log-in to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.
If you don’t have an account, please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.