EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale. The Sellers are transitioning approximately 40% of their existing clients in order to reduce their workload in preparation of one partner retiring. The Seller is open to helping the Buyer with transition but prefers not to prepare tax returns after the sale. Approximately 60% of clients use an online portal to upload tax documents to the Seller’s while 40% will mail-in their documents or drop-off. The Seller’s believe retaining an office in Simi Valley is not necessary and the clients can easily be relocated to the Buyer’s office, or a new office that is located within approximately 20 miles of Simi Valley (Moorpark, Thousand Oaks, Westlake Village, Camarillo, Calabasas, Agoura Hills). The gross revenue of $530k is derived from 651 Individual tax returns with an average fee of $610, plus 43 Business tax returns with an average fee of $1,983, 8 Business tax returns that include Bookkeeping with an avg fee of $5,628, and 17 Business city tax filings, SOS & 1099/W2 prep filings. The firm’s current employees are remaining with the practice and are not available to assist the Buyer. The clientele will transition best to an EA, or CPA, with heavy tax experience. This individual, or firm, should also be honest, easy to work with, possess good communication skills and be comfortable working with a large number of clients. Practice currently uses ProSeries for tax preparation & CFS Tax Tools.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