Established Enrolled Agent tax practice for sale in Davis, California. The practice is operated by an EA with more than 23 years of experience serving the Davis community. The Seller is looking to retire after the sale but is flexible regarding transition timing and is willing to assist for a few months, through the following tax season, or up to one year, depending on the final sale structure.

The practice is primarily an individual tax practice and is expected to generate approximately $198,000 in annual revenue. The client base includes approximately 363 individual Form 1040 clients with an average fee of $527, plus approximately 7 Entity Returns, and an additional $5k of revenue generated from tax consulting and planning.

Client delivery is hybrid and increasingly digital. Approximately 50% of clients are served remotely through Intuit Link and uploads, while approximately 40% drop off documents, 1% mail their information, and the remaining 9% come in for appointments. Only a limited number of clients require in-person meetings, generally when they are new clients or have special questions, unusual facts, or planning needs.

This opportunity is best suited for an EA, CPA, or experienced tax professional who is technically capable, personable, and comfortable explaining tax concepts in easy-to-understand terms. The ideal Buyer should value long-term client relationships and be willing to maintain a Davis area presence or otherwise provide a convenient local handoff process. A Buyer looking to relocate to Davis, or one already located in Davis, West Sacramento, or nearby in Yolo County, may be a strong fit.

The practice uses Intuit ProConnect, Intuit Link, Windows 365, and QuickBooks Online. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff & financials.

Please complete the Buyer Profile and NDA on our website and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824