CALIFORNIA

$300,000 - EA firm for sale in Escondido, CA. This Solo EA firm was established by the Seller in 2017 and has been operating in its current location for the past 5 years. The Firm currently occupies a 1,000 sq ft office in Escondido but can be relocated to anywhere in North San Diego County. The Seller has performed minimal face-to-face meetings with about 10% of clients coming in for an appointment, while 5% drop off their tax documents, 10% mail to the office and 75% will remit electronically. Practice gross revenue of $315k is derived from 386 individual tax returns with an average fee of $431 plus 111 Entity returns with an average fee of $778 and $43k of year-round Bookkeeping revenue. Practice is currently operated by the Seller with 1 full-time staff accountant and 2 part-time admin/bookkeepers. The Seller is looking for an experienced EA or CPA who is comfortable working with all types of clients and can complete a business, trust or personal tax return from beginning to end. Ideally the Buyer will be able to advise and provide tax planning services to the client as well. Seller will be available to provide assistance during the transition period and then move on to enjoy retirement. Practice currently uses Lacerte for tax preparation as well as CFS TaxTools, TValue, and QuickBooks Desktop and Online. 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