CALIFORNIA

$150,000 - EA firm for sale in Mendocino, CA. ref# MEN123. This firm is 100% income tax preparation and can be operated remotely from a tax office outside of the immediate region. The firm generates approximately $141k of gross revenue from 311 individual clients with an average fee of $419 and 25 Entities with an average fee of $695. The Seller is available to assist the Buyer after the sale and would like to warmly introduce the Buyer to each client for a successful transition. Approximately 70% of clients will remit their documents electronically while 25% drop-off, and 5% prefer to mail. The Seller is willing to collect dropped off/mailed items and forward to the Buyer if needed. (Terms and longevity of this arrangement to be discussed based on need). Practice currently uses Drake for tax preparation. The clientele will transition best to an EA or CPA who has a background in income tax and a willingness to listen to clients. 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