Santa Ana

Overview

EA firm for sale in Santa Ana, CA. This Solo practitioner firm was established in 1981 and the Seller is looking to retire after years of service. The firm is currently operated by the Seller and a part-time administrative assistant who would like to remain on staff after the sale. Seller currently works from a home office, so the practice can easily relocate to another office in the Orange County region. Keeping a location within a reasonable distance for clients and staff to travel is ideal and will aid in retention. Firm generates gross revenue of $168k from 203 individuals with an average fee of $500 along with 30 Entities with an average fee of $1,1364 (additional breakdown below) and $30k of financial service income. Approximately 50% of the clients like to come in for a tax appointment and the other 50% will remit documents through the mail and electronically. The clientele will transition best to an EA or CPA with a practical background in tax who also has a series 7/66 to continue providing financial service. Practice currently uses UltraTax for tax preparation, Avantax as their Broker Dealer, and CFS Tax Tools & CFS Payroll. 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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