Bay Area Virtual

Overview

Virtual Tax Firm for Sale currently located in the Silicon Valley region of the Bay Area. The firm is operated remotely from a virtual office but maintains a physical address in a co-working space. The practice has reached capacity for internal growth amongst the Sellers & staff and would like to find a firm that can continue to promote growth and break through the next ceiling. In addition to the 3 EA Sellers, the staff consists of 10 full-time employees as well as 1 part-time Bookkeeper. Because of the virtual infrastructure established by the Sellers, this firm could be owned and operated remotely. The employees currently work both from home and the co-working space as needed. This practice is a great opportunity for a firm looking to acquire and grow, or an experienced EA/CPA who has a strong background in scaling and/or operating a virtual firm. Firm generates gross revenue of approximately $1,650,000 from 837 individuals with an average fee of $910 along with 186 Entities (Breakdown below) with an average fee of $1,424 in addition to $568k of bookkeeping and $52k consulting work. Practice uses Lacerte tax software for individual and entity filings along with Karbon for workflow management and QuickBooks online for their accounting services. Much more information is available on the Practice Profile. 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.