Upland

Overview

SOLD 2024: EA firm for sale in Upland, CA. ref# UPL124. This dual EA firm was established by the Sellers in the early 1980’s; they are ready to retire and plan on moving out of the area. In addition to the two EA Sellers there is 1 part-time admin employee who will consider staying after the sale. Approximately 28% of clients will come in for an appointment, 38% will drop off, 18% mail-in while the remaining 16% will remit their documents electronically. The current office space is located in a 1,100 sq ft office suite comprised of a reception area, 3 private offices, a central work area and 2 restrooms. The space is available for the Buyer to lease if needed, or the practice can be moved into a location in the general area. In 2023, the practice generated an included gross revenue of $151k from 252 Individuals with an average fee of $453 and 47 Entities with an average fee of $693 (see breakdown below), along with $4k in sales and property tax, consulting fees, and 1099’s. Practice currently uses UltraTax for tax preparation as well as CFS, Verifyle and QuickBooks. The Sellers are ideally looking for an experienced tax preparer, EA, or CPA who is comfortable with real estate businesses and 1031 exchanges. 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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