San Jose

Overview

EA firm for sale in West San Jose. This firm was originally established 22 years ago and has been in the current location since. The Seller is looking forward to retirement but will provide transition assistance after the sale, and will continue preparing tax returns on a limited basis if needed. All clients who are seen in-person will remit their documents by mail, electronically upload or drop off in advance of their prescheduled appointment. Clients are very comfortable using technology. Gross revenue of $425k is 100% tax preparation service income and derived from approximately 341 Individual returns with an average fee of $1,145 along with 43 Entities with an average fee of $799 (see breakdown below). There is no current office lease to be assumed and the business must be relocated to another space in the local community, or to the buyers office. Firm uses Lacerte for all Individual and Entity tax filing. The clientele will transition best to an EA or CPA who possesses an in-depth tax background, pleasant demeanor, and the ability to communicate well with 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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