CALIFORNIA

$400,000 - EA firm for sale in Oxnard, CA. This firm was established by the Seller in 2006 and has been operating in its current location for the past 3 years. The Seller is looking forward to retirement but is available to work on a part-time basis through next tax season and assist with client retention. The firm converted their office to a virtual setup previously but roughly 3% of the clients continue with an in-person appointment since the Seller has retained a physical office for staff. The remaining 97% of clients transmit their documents either electronically or by mail and this practice can be operated from almost any type of workspace in Southern California. Of the 97%, approximately 30% are handled remotely (physical papers are mailed in and/or signed by mail) and 70% are worked on an entirely virtual basis. The practice generates gross revenue of $351k from 208 Individuals with an average of $933, plus 70 Entities with an average fee of $2,248. The practice uses all hosted versions of Lacerte for tax preparation as well as SmartVault and QuickBooks. The clientele will transfer best to an experienced EA or CPA with a strong background in tax and accounting. This individual or company should excel with client communication and be able to convey their expertise. 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