EA firm for sale in Palm Desert, CA. Ref# PAL125 This firm has been in the Coachella Valley for the past 15 years and now the Seller would like to retire. Approximately 1/3 of the clientele remit their tax documents electronically, while 1/3 will drop-off documents, and the remaining 1/3 prefer to visit the office for an appointment. The nicely furnished, “turn-key” office space is available for the Buyer to assume. It can be also moved from its current location or be combined with another office, as long as it stays in the region for client retention purposes. The 2024 Gross revenue of $142k is derived from 315 Individual returns with an avg. fee of $318, plus 25 1120/1120S/1065’s with an avg. fee of $1,224, and 15 Trusts with an avg. fee of $736, including roughly $5k of gross revenue from Accounting Services. Of the Individual clients returns prepared, 88 contain a Sch C and 44 contain a Sch E. This firm enjoys a high-net profit of over 75% due to low rent, low operating expenses and full-time Seller involvement. There are no additional staff included in this sale. Practice currently uses Drake and typical Microsoft products. The clientele will transition best to an experienced EA or CPA with a strong background in tax and accounting who is honest, welcoming, responsive to clients, and friendly to the community. 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 at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824