Westlake Village

Overview

EA firm for sale in Westlake Village, CA., ref#WLV223. This firm was established in 2004 and currently operates out of the Seller’s home office. The office needs to be moved since the practice is currently home based and the Seller believes that anywhere ins the Ventura/Los Angeles or Canyon County regions would work well for the clients. The Seller is looking to reduce their workload in anticipation of retirement, but is available to assist the Buyer this upcoming tax season. Firm is currently operated by the Seller with no additional staff. Gross revenue of $92k is derived from 103 Individual tax returns with an average fee of $510 plus 12 Entity returns with an average fee of $1,485 and $22k of monthly & quarterly Bookkeeping & Payroll. Practice currently uses ProSeries for tax preparation as well as QuickBooks, QuickBooks Online & SmartVault. The Seller is looking for an experienced EA or CPA with a strong background in income tax preparation. 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.

If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.