Tax, Bookkeeping and Payroll firm for sale in Vista, CA. This well-established firm has been operating for over 10 years and currently has two office locations, the main location is in Vista, and a second office located in Temecula. Both locations should be retained to continue serving the local client base. This firm has great branding, excellent reviews on social media and other review sites, along with tons of upside potential. The Seller is looking forward to retirement but is open to assisting the Buyer, as-needed, after the sale. There are 4 employees, in addition to the Seller, who are likely to remain after the sale and continue preparing tax returns. The 2024 gross revenue of $406k is derived from 2700 Individual tax returns with an average fee of $128, plus 96 Entities with an average fee of $393 (see breakdown below), and $24k from Bookkeeping and Payroll. Approximately 15% of clients remit all documents electronically for tax filing, while 15% will drop off to either office, and the remaining 70% prefer to schedule an appointment with a preparer. The clientele will transition best to a tax preparer who is a people person and comfortable working with a high volume of clients. The Seller is looking for someone with a vision who can take the business from its current foundation in order to continue its growth trajectory and maximize it’s profit potential. The Buyer can be an CTEC, EA, CPA or non-licensed individual if they have tax preparer staff available. Practice currently uses TaxAct professional for tax preparation along with QuickBooks and Setmore for appointment scheduling. 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