Piedmont

Overview

EA Firm for Sale in Piedmont, CA. This tax firm has been in business for over 27 years and the Sole-Practitioner Seller is looking to retire after a successful transition. Gross revenue of approximately $360k is derived from 170 individual returns with an average fee of around $1,900 and 17 Entities with an average fee of around $2,100. Firm uses CCHAxcess tax software. Practice is home based and can easily be moved to another location. Currently 100% of the clients send in their info via mail, email, or electronic method and the Seller doesn’t meet with any clients face-to-face. This is a great opportunity for an experienced EA or CPA who has a strong background providing income tax services to a solid group of clients varying from individuals to high-net-worth clients. 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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