SOLD 11/15/2025 – EA firm for sale in Lake Forest, CA. This Firm has been operating in the city for over 20 years and in the same location for the past 10. The clients can easily be relocated to the Buyer’s office provided it’s within approximately 10-15 miles of Lake Forest. The Seller is looking to sell 75% of their clients to begin semi-retirement and working from home. The Seller is open to helping the Buyer with transition but does not want to continue preparing returns after the sale. Approximately 35% of clients remit their documents electronically, while 50% drop-off, 10% mail-in and less than 5% come in for an appointment. The gross revenue of $101k is derived from 267 Individual tax returns with an average fee of $372 plus 3 S-Corporations with an average fee of $752. The firm employs a couple Admin personnel who are not likely to work after the sale and one contract preparer who is willing to continue working if the Buyer needs tax preparation assistance. Seller Financing is available to an experienced preparer with acceptable down payment. The clientele will transition best to an EA, CTEC or CPA with tax experience. The Buyer should also be honest, ethical, and possess good communication skills. Practice uses Lacerte.
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