Orange County
Newport Beach, CA
Overview
EA Firm for sale in Orange County, CA. This firm is currently operated out of Mission Viejo, but was previously in Newport Beach and the Seller believes the clients can be serviced remotely anywhere from South Los Angeles County to Orange County. These clients are accustomed to uploading their tax documents to the Seller and then receiving a Zoom or phone conversation to complete the return. This is a 100% tax partial practice for sale which includes 355 Individuals with an average fee of $499 for total gross revenue included in the sale of $176,925. Firm uses Lacerte. 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.
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Financial Highlights
EA FirmRevenue Composition
Gross Revenue Breakdown
100% Individual Tax Clients with an average fee of $499.
Seller states all clients can be serviced remotely, but the clients would be most comfortable and transition best to someone who is in the region.
Approximately 90% of these clients have their returns complete by 4/15 and 10% will go on extension.
Most clients include W-2 income, Investment income and Itemizations.