San Mateo

Overview

SOLD 6/30/2025 – EA firm for sale in San Mateo, CA. Ref # SMT125. Seller is looking forward to retirement but is available for transition assistance, and possibly part time tax prep assistance next tax season. Gross revenue of $360k includes 143 Individual returns with an avg. fee of $1,712, plus 61 Entities. with an avg fee of $1,704, and additional $10k from tax related consulting services, tax planning, etc. Approximately 98% of the clients remit their data electronically, while 2% prefer to mail-in their documents, and 1 clients is still seen in person. Clientele consists of professionals from multiple industries, such as tech, real estate, psychology, attorneys, etc. The clients will transition best to an experienced EA or CPA who is comfortable working with high-income Bay Area professionals with equity positions and real estate holdings. The Buyer should be hands on, an excellent communicator, and able to provide clients with personalized service. Practice currently uses CCH Axcess for tax preparation along with SurePrep, Safe Send & other typical office programs.

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