CALIFORNIA

$1,400,000 - Tax and Bookkeeping firm for sale in the Santa Ynez Valley region. Firm revenue of $1,067,148 includes approximately 860 Individual tax clients with an average fee of $575 plus 268 Entity tax clients along with Bookkeeping and Consulting Services (see breakdown below). Gross revenue breakdown is roughly 76% Income Tax Preparation, 15% Bookkeeping and 9% Consulting. Firm uses Lacerte and sale includes all FF&E required for office operations. This practice is a great opportunity for an experienced EA or CPA who has a strong background in providing tax and bookkeeping services. Current staff is available and should be retained for best transition after close, plus both selling Shareholders are willing to stay and assist through transition as needed. Much more information is available on the Practice Profile. 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.