EA firm for sale in Southwest Riverside County, CA. Due to the small-town nature of the location, we are holding off on publicly sharing the city until the Practice Profile is reviewed and you express your continued interest. This Firm has been operating in the community for over 13 years and in the same location for the past 10 years. The current office space is month-to-month and can be assumed by the Buyer. The firm can also be relocated but should remain within a 5 to 10-mile easy commute for best client retention. Approximately 55% of clients remit their documents electronically, while 3% drop-off, 3% mail-in and 39% come in for an appointment. The gross revenue of $170k is derived from 235 Individual tax returns with an average fee of $553 plus 35 Entities with an average fee of $734. The firm is operated by 2 individuals, 1 of whom performs all Admin & Management functions and 1 who completes all the tax work, both of which are retiring. A temporary Admin Assistant is typically hired for tax season, and is not expected to return after the sale. The clientele will transition best to an EA or CPA with tax experience. This individual should understand complex returns including; multi state, rentals and 1031’s. Practice uses Intuit ProSeries. 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